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

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

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5.00

"Warren has acted as our financial advisor for nearly two years. We established rapport with Warren was establish at our first meeting. He not only speaks with authority but listens to what we have to say. He works with us in setting our future goals both financial and personal, plus assist us in developing strategies to achieve these goals. He is quick to respond to any query we have and always ensures that we understand what he is talking about. We would highly recommend Warren"

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

"From the start Warren took the time to understand my specific financial needs and understand my values and needs, he is very thorough in ensuring all discussions were recorded and meets compliance requirements, If you are looking for a professional trustworthy adviser who will listen and meet your needs then I would suggest you contact Warren."

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

"Extremely happy with all the services Warren provides for us. It gives us total peace of mind to leave our financial investments under his management."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2005

Australian Securities Exchange Securities

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

Margin Lending

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

Self Managed Superannuation Funds (SMSF)

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

Professional Memberships

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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