SPECIALISATION

Sascha
Krummrey

Executive Advisor
Melbourne
Victoria
IN THEIR OWN WORDS

With over 30 years of experience in financial planning both in Australia and overseas, I pride myself on being approachable and empathetic with my clients. I encourage them to pursue financial freedom and certainty through a range of services. This includes Retirement planning, Investment planning, Risk management, Tax Management, Succession Planning, Superannuation Planning, and Complex Investment Structures. I achieved Best Risk Awards, years 2015 to 2017 with Lonsdale Financial Group.

Qualifications and Memberships

  • Advanced Diploma of Financial Planning
  • Diploma of Marketing
  • Member of the Financial Advice Association Australia
SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
Tax Planning
Tax
Planning

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