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Expert Financial Advice with Client Goals Front of Mind
Faye works with clients to manage their wealth against a backdrop of complex legislation and dynamic financial markets. This is a privilege that she takes seriously. She specialises in the following areas:
- Retirement planning
- Self-Managed Superannuation
- Complex asset structures
- Superannuation
- Direct share, managed funds and other listed securities
- Aged care advice
With their goals and aspirations kept front-of-mind, Faye focusses on building a financially rewarding long-term relationship with her clients. Her unique skill-set enables her clients to restructure themselves for better future success
Authorisations
Faye Longmuir is authorised to advise clients on the following financial products:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
Qualifications
- Faye is currently enrolled in the Master’s degree, Stockbroking and Financial Advising
- 2001 Diploma of Financial Planning, Financial Planning Association of Australia
- 1998 Bachelor of Business (Finance), Edith Cowan University