Annette Sinclair

Jarrah Bridge Financial Planning

5.00
3 Reviews
Silver
10 Yrs Experience
Midland, WA 6056

Recent reviews

Jarrah Bridge Financial Planning

43 Victoria St
Midland, WA 6056

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Services
  • Language spoken
    • English

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629

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

"Annette has given me great advice in preparing for retirement and setting up all the things needed to draw down a pension from my super as well as access government help. She is courteous and very knowledgeable and is always quick to respond to queries. I have confidence in her ongoing advice as I navigate retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We highly recommend Annette and the team at Jarrah Bridge. They give sound and down to earth advice, are easy to contact and are always quick to respond to our questions. The transparency with fees lets us know exactly what we are paying for. We trust Annette to guide us towards a secure and comfortable retirement. Janet and Craig 6407"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I questioned Annette on our 1st meet--- could you see if it is possible for me to retire at the age of 66. I was advised by another financial advisor, that I should wait until I had $200,000 in Super and my home paid off before I considered retiring. 2 years ago. With my Home Loan & money in my super. Annette did the hard work., she initiated by putting together all my pension filled in forms plus the pension discounts. Annette made my life so much easier & now I'm enjoying my pension lifestyle after working for 50 years. Annette, what a guardian angel you turned out to be. Thank you so much Annette"

  • Superannuation
  • Retirement & Pension
  • 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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certificate in Financial Services

Level
4 - Certificate IV
Institution
Centrelink
Completed
2005

Certificate in Methods Adult Education

Level
0 - Training / Exam / Other
Institution
Centrelink
Completed
2002

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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