Sascha Krummrey - Financial Planner | Doncaster

Sascha has been a Financial Planner in both South Africa and Australia. With over 20 years experience in financial services sector, Sascha has assisted clients by developing strategic plans which enabled them to achieve their financial goals and lifestyle outcomes.

After 8 years at Westpac as a Senior Financial Planner, Sascha decided to start his own Financial Planning firm, so that he could ensure that his clients would receive a complete service in Financial Planning industry.

The business grew rapidly over a period of 12 months before merging with Acceptance Financial Planning Pty Ltd.

Sascha’s focus has been to educate clients in the need for proper strategic planning which involves in understanding of a wide range of financial issues. Sascha advises various types of clients from individuals starting with wealth accumulation process through to retirees and directors within private organisations.

Expertise summary

• Personal & Business strategic plans
• Management and execution of Financial plans
• Asset management & Protection plans
• Retirement Strategies
• Tax Effective strategies involving superannuation and gearing

Qualifications

• Diploma in Marketing & Sales
• Diploma in Financial Planning

2012 Charity Ball

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