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

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