Anna Brady

AustralianSuper Pty Ltd

Gold
16 Yrs Experience
Perth, WA 6000

Anna holds a ‘Masters’ Degree in financial planning, and has over 30 years of financial services experience, spanning Australia, UK and Channel Islands.

Anna has been working as a Financial Planner with AustralianSuper and the Superannuation Industry Funds for 12 years and specializes in retirement planning. Anna is passionate about providing clear and precise holistic advice to her clients. Keeping things ‘simple and understandable’ is her aim.

For those who are getting close to retirement - approaching the next chapter - it’s a good idea to get some advice. Anna specialises in the following areas, helping clients achieve the best outcome for retirement:

  • Retirement planning, including modelling when clients can afford to retire
  • Superannuation, including optimising super contributions
  • Superannuation/Allocated pensions and planning for funds to last through retirement
  • Transition to retirement and pre-retirement planning
  • Estate planning options for super, including reducing tax in case any super assets are to pass to adult children in the future, where possible
  • De-mystifying Centrelink & Age Pension maximisation, where possible
  • Non-super managed investments

Anna Brady is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 9, 66 St Georges Terrace
Perth, WA 6000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Industry Fund Services Ltd

AFSL 232514