Christine Swanson

Prominent Financial Services

Gold
35 Yrs Experience
Kent Town, SA 5067

Recent reviews

Prominent Financial Services

39-41 Fullarton Rd
Kent Town, SA 5067

Opening hours

  • 8:00am – 5:00pm Tuesday
  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday, Wednesday – Thursday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.95
19 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Christine has always guided me with the utmost care and compassion, she would always explain fully all the relevant details applying to my financial situation regarding my self managed superannuation funds. I have never left her office without being fully confident that the advice she has given me was the best advice for my situation. I know that if I have any questions or I am not sure about any aspect of my financial situation, Christine would be only too happy to provide that information to me. After losing my husband 6.5 years ago, I have never felt confused or stressed about my future financial situation. That means everything to me. Thank you Christine..."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Christine has consistently given sound advice and I am confident that she will continue to do so. I appreciate her proactive approach to managing our investments."

  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has given me advice in areas including loan products, self managed super funds and managing debt. Christine was usually able to explain things to me in a clear way. Through Christine's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Christine's full care and attention when I needed it.' Christine is always willing to go the extra mile to achieve my objectives, and set me up for my future....Thanks Christine.."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Christine for a number of years and when my position changed and I need a Financial Adviser I had no hesitation in contacting her. I have always found Christine looks after my interests and puts her information to me in an easy to understand language. Over the years since I have become a client she certainly has been able to ease my mind about any Financial Issues I may have. I usually receive Christine's full care and attention when it is needed. I have had no issues recommending her to my friends, who also have found her to be very affable"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has been giving me excellent advice for around 30 years now. She has always been available and I couldn't recommend her and her team highly enough to anyone seeking professional help and advice. The many awards and accolades she has earned over the years speak for themselves. She's the best!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always been extremely confident in Christine's advice re our finances. She is clear and concise and ensures we are understanding of everything she proposes. Christine is only ever a phone call away and she has been invaluable during the years we have been her clients."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife Pam and I have been clients of Christine for many years and over that time we have become very confident that Christine applies her high level of expertise towards our best financial interests. We know that Christine is always only a phone call away and this gives us much peace of mind. She has also given us valuable advice about aged care options and is happy to liaise with our tax agent each year regarding our investments. We are pleased to regard Christine as a friend as well as a very competent financial adviser. Gordon Hervey"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Christine always takes the time to explain how our funds work and their relationship to what is going in in the world. She is easy to understand and presents facts and figures in any easy to understand way. We tend to be quite anxious about our funds but she always manages to calm our worries. She is also very friendly."

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

"Christine has always promptly and clearly given me good advice when I have contacted her, this is generally done via email. She has always explained things in a way that makes sense to me and is always happy to answer any questions that I have. I have strong confidence that the advice she gives me is always best suited to my needs."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Just wanted to thank you and your staff for the excellent service, not only this year but for previous times as well – I have really appreciated your friendliness and caring, not to mention your ‘first class management of my life’ – essentially that’s what you have done for me. When I learnt that I was leaving work I really didn’t know what sort of 'existence' I would have but with your ongoing overseeing of my finances, I have actually got a life (where holidays and stressful times (due to money) are no longer a worry)` So a hearty thank you."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2007

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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