Financial Adviser - Demelza Lister

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I have been a financial advisor for the past 15 years servicing the area of Albury/Wodonga & Corowa/Rutherglen (NSW/Victoria). I have a wealth knowledge in retirement planning, superannuation and estate planning. However, my main niche is providing advice in areas such as 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. Over the course of my career,

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.

I hold a Bachelor of Business, Advanced Diploma in Financial Planning, Aged Care Specialist and is a member of the Financial Planning Association (FPA).

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Budgeting

We have flexible fixed term (annual) service programmes that offer a tailored approach to cater for your needs, the complexity of your financial planning strategies and structures you have in place.

Our transparent fee-for-service arrangements, provide you with a clear understanding of what we will deliver, the costs and payment options available. These arrangements are available for a fixed term of no more than 12 months. This ensures that you are also able to evaluate the services, advice, and support that you have received from us on an annual basis before committing to a new agreement.