Anne's qualifications
At work
As a Senior Paraplanner based in our Perth office, Anne plays a key role in creating customised financial plans that help our clients achieve their individual goals and objectives. She works closely with our advisers to research, develop and refine strategies that help clients make confident decisions about their financial future.
Before joining bdhSterling, Anne built extensive experience as both a Paraplanner and Outsourced Paraplanner, supporting advisers across a broad range of financial planning matters.
Anne holds a Bachelor of Commerce (Accounting & Finance) and a Master of Financial Planning from Curtin University, alongside the Certified Financial Planner designation.
Away from the office, Anne enjoys cooking, reading and travelling, embracing every opportunity to discover new places, cultures and experiences.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.