Hillross

Fiona - Website
Fiona Venning
Senior Client Services Manager
Plan 4 Financial Group. 4/26 The Parade West, Kent Town SA 5067

I am passionate about helping people to achieve financial freedom. I find great fulfillment in dedicating time to my clients to help them protect and secure their family’s future, achieve their financial and lifestyle goals, and to make a positive difference in their lives.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Diploma of Financial Services (Financial Planning)
  • Certificate IV in Finance and Mortgage Broking
  • Bachelor of Commerce
  • Bachelor of Laws and Legal Practice

Areas of
Expertise

Insurance
Retirement
Superannuation
Transition to retirement
Wealth creation

Fiona assists with all areas in the financial planning process. This includes strategy, implementation and answering both technical queries and account enquiries. Fiona works alongside Jade throughout the financial planning process. Having been a financial planner for over 4 years, she will be able to assist you when Jade or Phil are not available. Fiona specialises in Centrelink and would be more than happy to assist you with enquiries in this area.


Fiona's ideas of Financial Freedom