Anna Marczyk profile photo

Anna Marczyk

Pines Insurance & Financial Solutions Pty Ltd

Gold
8 Yrs Experience
Ashmore, QLD 4214

I have been helping clients with their finances since 2002. I have worked in many different roles, which has broadened my experience and expertise. I really enjoy helping people to improve their financial situation and build wealth so they can retire sooner and feel comfortable in their retirement. It is also important to me, to help clients to protect their family by tailoring insurance structures to their needs.

As a qualified and educated financial adviser, there are so many things that I can do to help clients with setting and achieving personal and financial goals.

I also get great pleasure from making complex strategies easier to understand and in helping to empower and educate my clients.

It is also very important to me to work and assist people, who have decided to call Australia home. I was born in Poland and came to Australia in 2007. I understand the challenges in adjusting to a new country and learning about different superannuation, insurance and tax systems.

Everything that I do is about helping my clients to improve their situation.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Master of Professional Accounting
  • Language spoken
    • English

Pines Insurance & Financial Solutions Pty Ltd

8 Willamulka Ave
Ashmore, QLD 4214

Meeting methods

  • In person
    In person

Licensed by

Interprac Securities

AFSL 246638