Our Mission

To educate and empower our clients to make smart decisions, stay ahead of changes and become financially secure. We use our expertise to deliver exceptional results.

At Anona, we work differently. We start by getting to know you and your goals, values and dreams. In fact, we believe that developing our relationship is so valuable your first appointment is free.

We use our diverse background and skills to create a unique plan for your situation. There is no ‘one size fits all’ approach to financial planning. Your goals are unique to you, as are your preferences for investment style. Our team will find the solution to head your financial plan in the right direction.

Our Team

anona_staff
anona_fitzgerald

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_phillips

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

kristy-sharrad

Administration Officer

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