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Our Team

At every stage of life, we have different financial priorities. It may be owning your first home, wealth accumulation, planning for a growing family, pre-retirement strategies or managing a retirement lifestyle. Every stage to be tailored to your individual needs.

Our approach is simple. We offer experience that is second to none. The professional team at Anona Financial Planning has many years of experience helping our clients work towards their ideal lifestyle. It’s a partnership for success.

Solutions focused and highly skilled, Anona Fitzgerald has more than 15 years’ experience as a financial adviser, backed by five years in the banking sector. Anona holds a Bachelor of Business and a Graduate Diploma in Applied Financial Services and Investment.

Member of the Financial Planning Association of Australia

Kate has more than ten years’ experience in financial services and holds an Advanced Diploma in Financial Services and a Bachelor of Teaching. Kate’s ability to look at the big picture helps clients understand the true value of financial planning, enabling them to work confidently with us towards wealth creation and long-term financial security.

Member of the Financial Planning Association of Australia

Client Services Coordinator

Wealth Creation

Regardless of your current financial position and financial life stage, ClientComm Financial Planners undertake a complete analysis of your goals to develop your financial plan.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.

Wealth Protection

Insurance is the foundation of all financial plans. ClientComm, Financial Planners can help you evaluate the risks and come up with the right insurance solution for you and your family.

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