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ANNETTE MARSHALLstawell_annettem
Representative - Financial Planning
DipFP CFP®

Annette joined WHK in 2012 having previously worked in both private practice and the banking industry as a financial planner for over 15 years. During this time she gained considerable experience in superannuation, retirement planning as well as wealth creation and protection. Annette has over 20 years experience in the financial services industry, and has specialised in personal financial planning for the last 17 years.

Annette provides advice in:

  • Financial planning and investment strategies
  • Retirement planning
  • Superannuation funds
  • Tax effective investment advice
  • Personal insurance and family protection
  • Centrelink Advice
  • Estate Planning

She works closely with clients from many industries including:

  • Primary Production
  • Self employed
  • Retirees and approaching retirement
  • Families
  • Young people wanting to grow their investments

Annette is part of a family farming partnership, as well as a licensed race horse trainer. Her free time is usually spent either on the farm, or the racetrack.

T 03 5358 1733
E  annette.marshall@whk.com.au

 


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