Lee-Anne has lived in the Hunter region for over 40 years. She joined the financial services industry in 2000 and has been a part of our Wealth Management team since 2011. Lee-Anne holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association.
She successfully helps her clients in NSW & the ACT by providing advice in a variety of areas, some of which include - redundancy planning, superannuation, personal risk insurance, investment and retirement planning.
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 prides herself on building strong relationships through trust & professionalism.
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.
Lee-Anne is not authorised to provide personal advice on:
- Self Managed Superannuation Funds (SMSF)
- Margin Lending/Gearing
Please ask Lee-Anne if you would like a referral for these services.