Warren Hanna

Jbs Financial Strategists

Gold
15 Yrs Experience
Melbourne, VIC 3000

Warren Hanna (B. Bus. Fin. Plan) is a Senior SMSF Adviser for award winning firm JBS Financial Strategists, a boutique financial planning practice in Melbourne that specialises in SMSF and personal risk insurance. www.jbsfinancial.com.au

Warren has over 12 years of experience working with clients from all walks of life. He is passionate about the financial planning industry and the value that seeking advice can provide Australians. Warren is a member of the SMSF Association and the Association of Financial Advisers. Not only is Warren passionate about Financial Planning, he is a family man and a golf tragic.

Warren is a member of the Most Trusted Adviser Network

http://www.app.mosttrustedadvisers.com/#whannajbsfinancialcomau

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We are a fee for service practice which focuses on ensuring that our relationship is clear and transparent. We ensure that our clients understand exactly how we charge and the value that we add to their overall situation.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Jbs Financial Strategists

40, 140 William St
Melbourne, VIC 3000

Licensed by

Jbs Financial Strategists

AFSL 486674