Angela
Aspinall

Angela holds a Master of Financial Planning and is an SMSF Specialist Advisor. She is passionate about delivering client-centric advice, with a particular focus on empowering women to achieve financial independence while providing peace of mind and a clear direction. Her mission is to help clients embrace and enjoy their life’s journey with confidence and financial security.

Drawing on her own experiences, Angela takes a personable and empathetic approach to understanding her clients’ unique goals. As a highly accomplished and qualified Senior Financial Advisor, she has an in-depth understanding of the financial services industry and excels at simplifying complex technical strategies for her clients. Angela ensures seamless implementation of tailored financial plans while keeping clients informed and reassured every step of the way.

Angela provides advice across the full spectrum of financial concerns, from wealth creation to retirement planning and beyond. She has a deep understanding of the challenges faced by families navigating disabilities, informed by her personal experience as the mother of a child with complex special needs.

Qualifications and memberships

• Member of Financial Advice Association Australia (FAAA)
• SMSF Specialist Advisor (SSA®)
• Advanced Diploma of Financial Planning
• Master of Financial Planning