Lee-Anne has lived in the Hunter for over 40 years. She holds the Advanced Diploma of Financial Planning (Adv.DipFP). She joined the financial services industry in 2000 and is a member of the Financial Planning Association.
Lee-Anne specialises in providing personalised advice to help clients achieve their financial and lifestyle goals and guides them to own their financial future. She successfully helps her clients with cash flow and budgeting, superannuation, personal risk insurance, investment and retirement planning.
Lee-Anne Whitson is authorised by Beyond Bank Australia Wealth Management to provide financial product advice on:
- Deposit and Payment Products - Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
Lee-Anne is not authorised to provide personal advice on:
SMSFs (Self Managed Superannuation Funds)
Please ask Lee-Anne if you would like a referral for these services.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.