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.

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

General Advice I Provide

Small business advice
Estate planning

Qualifications:

Advanced Diploma in Financial Planning
Diploma in Finance and Mortgage Broking Management

Memberships:

Member of FPA
Member of AFA
Member of FBAA

We have over 10 years of experience providing expert financial advice for both businesses and individuals. We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back

News

News & Updates

See all articles