Anne Steer, CFP®

Name Anne Steer CFP®
Address Shop 2 241 Queens Street
Campbelltown, NSW 2560
Phone 02 46562554

With over 25 years' experience in the financial industry, I can apply my extensive knowledge to provide holistic, cost effective financial solutions meet your goals and objectives. I started my career in the Financial Services industry as a Financial Services Officer (FIS Officer) for Centrelink, providing financial information on different investment options to people facing financial change such as retirement, redundancy or those receiving disability pay-outs. I was then a Senior Financial planner for Westpac Bank in the local area, building a large client base in over a 16-year career. In my role, I was recognized with multiple awards, and I was often on pilots for new procedures. In joining Yellow Brick Road in Feb 2016, I saw the opportunity to expand my service offering, with more personalised service, and a full suite of investment and financial products. I moved into my own business Macarthur Wealth Group in March 2019 under Interprac’s licence, to further expand my services and offering. I can help with Advice on your life insurance, Advice on Retirement planning, Advice on your superannuation and savings, Advice on maximising your Centrelink benefit, Advice on your long-term financial needs, Advice on self-managed superannuation, Advice on margin lending.

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