Anwer Ali Mohammed
Financial Planner, Accredited Mortgage Consultant and Director of Planet Wealth
Ali has been providing professional financial planning advice and solutions to clients.
Ali prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
Qualifications:
▸ Advanced Diploma in Financial Planning
▸ Diploma in Finance and Mortgage Broking Management
Advice I specialise in includes:
▸ Investments and strategic asset allocation
▸ Budget and cashflow management
▸ Debt management (including borrowing for personal and investment purposes)
▸ Salary packaging
▸ Superannuation strategies and retirement planning
▸ Personal insurance
▸ Centrelink and other government benefits
▸ Regular Portfolio Reviews
▸ Home Loans
▸ Investment Property Loans
▸ Reverse Mortgages
Memberships:
▸ Member of FPA
▸ Member of AFA
▸ Member of FBAA
General Advice I Provide
▸ Small business advice
▸ Estate planning