Christine Ferguson

About Christine Ferguson

Christine has been a Financial Adviser for 20 years, with a background in accounting, tax and small business, and is qualified to answer your tax queries in relation to your financial planning objectives.

Christine sees Financial Planning as the key to success in wealth accumulation, and investment strategy in retirement. This careful approach also prepares for life’s challenges, including wealth protection, and creating habits of savings, to build a nest egg for the future. Christine guides clients to understand their financial position with confidence, develop goals and provide strategies to achieve them, with ongoing coaching along their path.

Christine holds a Bachelor of Commerce and an Advanced Diploma in Financial Planning. She is a CERTIFIED FINANCIAL PLANNER® professional with the Financial Advice Association Australia (FAAA), and is also qualified to give advice on Self Managed Super Funds.

Christine has met the FASEA exam standards required by law.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Self-Managed Superannuation Funds
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• Self-Managed Superannuation Fund
• A person’s existing holding in a superannuation product

Margin Lending Facility

• Standard Margin Lending Facility