Dem Lister

I have been a financial advisor for the past 20 years servicing the area of Albury/Wodonga & Corowa/Rutherglen (NSW/Victoria). I have a wealth of knowledge in pre and post retirement planning, superannuation and estate planning. However, my main niche is providing advice in areas such as; pre/post retirement, CentreLink and Aged Care.

With this extensive knowledge of pre and post retirees, has enabled me to adapt to suit my clients needs and objectives, regarding their preference for super/income stream products.

My focus is about delivering the best possible outcomes for my clients and eliminating the complexity around financial advice, by making it simple for clients to understand.

My credentials are: Bachelor of Business, Graduate Diploma in Financial Planning and hold an accreditation in Aged Care advice. I am a member of the Financial Planning Association (FPA).