FYG Planners are pleased to announce Summation Strategies of Ivanhoe in Victoria have joined our privately owned financial services licensee.
Summation Strategies was founded by Anne Taylor, and like all advisers under the FYG Planners AFSL, Anne provides high quality financial advice to clients. Anne focus on strategic recommendations rather than making financial product sales.
Summation Strategies do not accept any incentives or commissions from financial institutions and do not charge percentage based fees.
Anne holds a Bachelor of Business (Financial Planning) from RMIT University.
Prior to working in financial planning, Anne had a 20 year career in IT, beginning in software engineering before transitioning to project management.
Investors looking for quality financial advice in Melbourne, Victoria can find Anne at Summation Strategies.
