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Angela Surch

Surch Financial Group

16 Yrs Experience
Mooloolah Valley, QLD 4553

My name is Angela. I have been helping people achieve their financial goals since 2008 as a Financial Adviser and Paraplanner.

I offer expert guidance and tailored strategies aimed at protecting your future lifestyle. You can prepare yourself from the unexpected, turning financial worries and hardship into carefully considered solutions to provide you with peace of mind when you need it most.

I will work with you to build a solid foundation for your future, protect your income and assets, create wealth, or plan for retirement. Let me determine what's important to you and help to structure your assets so your financial freedom is secured.

My passion is to help individuals, couples and business owners identify goals and achieve successful outcomes which seen my clients make informed decisions when investing in their future, whether it be growing and protecting their wealth or as they transition into retirement.

I specialise in:

  • Budgeting strategies
  • Superannuation strategies
  • Personal investments
  • Wealth protection
  • Retirement strategies


  • Financial Hardship
  • Redundancy

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Surch Financial Group

8 Woodlands Ct
Mooloolah Valley, QLD 4553

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 1:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221