Anne-Marie Seagrim

Seagrims - Your Financial Planners

Silver
42 Yrs Experience
Port Augusta, SA 5700

Recent reviews

Seagrims - Your Financial Planners

12 Marryatt Street
Port Augusta, SA 5700

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1980
  • Years of experience 42
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Expertise

  • Financial Hardship
  • Redundancy

Licensed by

Ad Advisory Services

AFSL 237058

4.90
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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4.75

"We chose Anne-Marie because friends of ours were with her and spoke highly of her. Originally went to Anne-Marie to allow my husband to see he could retire. We do not want to manage that sort of money and she has always kept us up-to-date with everything and when we go to reviews she is able to explain things to us in an understandable manner. Her friendly nature also makes us feel a special part of her organisation. Highly recommend Anne-Marie to anyone needing assistance with managing their super."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne-Marie is the most authentic adviser we have met so far in our search for a financial adviser. Her team back her all the way and are brilliant to deal with. She explains everything in simple terms and put our mind at ease immediately, which made retirement planning much easier. So happy we found Seagrims."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have had the loveliest experience dealing with the team at Seagrims. We were referred by one of their existing clients who had a wonderful experience and she suggested we visit and speak with Anne Marie. My husband and I are so glad we found them as they are caring and very knowledgeable in all areas of financial planning. Will be sending all our friends there."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Anne Maries 30 plus years of experience a huge bonus. She has knowledge on so much. She is a lovely person too."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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