Anna Assheton

Affiliate Adviser

Biography

Anna started her career in the finance industry at Bendigo and Adelaide Bank whilst still completing her Bachelors of Business (Advanced Leadership) and Commerce at Flinders University. She then moved to MBA Financial Strategists after discovering a passion for financial services.

Anna enjoys making contact with a broad range of MBA FS clients who do not see a financial planner on a regular basis and discussing their financial needs. From Gen Ys in their 20s and 30s who might be buying their first home, planning a wedding or starting a family through to retirees who need to maximise Centrelink benefits and be informed of all the options available to them to ensure they maximise their retirement funds.

Anna can refer clients to a qualified financial planner in the team should they require further technical advice. She is currently studying towards her Masters in Financial Planning.