Who Are Seagrims
Seagrims Your Financial Planners, is a business whose only objective is to help you make the right financial decisions, at the right time, when it matters most.
Seagrims was started in 1984 in Adelaide by Peter Seagrim. Once he teamed up with Anne-Marie in 1987 (who had previously worked for the local credit union for 8 years) they opened up their head office in Port Augusta and they went onto open up branches all over South Australia.
They have now consolidated all of the offices into one in Port Augusta and continue to provide visiting services to areas including Port Pirie, Port Lincoln, Whyalla, Cleve, Kadina and Adelaide.
With the benefit of time in the industry, over the past 30 plus years, Seagrims have had an incredible amount of experiences in business and have learned what can go wrong with markets, strategies, investments, relationships, regulations and health. It is because of this, that Seagrims have developed wealth creation and protection strategies which help individuals, couples and companies put their finances in order so there are no surprises.
Seagrims are passionate about helping people achieve happiness through success with their financial planning. Their goal is to make sure their clients don’t have any regrets.
Compoint Pty Ltd (Trading as Seagrims – Your Financial Planners) is a Corporate Authorised Representative of AD Advisory Services Pty Ltd
Australian Financial Service Licensee. Licence Number 237058
Level 9 Queen Street Brisbane, QLD 4001
Phone: 1300 853 764
Your first meeting is always free at Seagrims.
Graduate DIP. FP
Director and Senior Financial Planner
Estate Planning Specialist
Authorised Representative Number – 230527
Anne-Marie is a Senior Financial Planner and Estate Planning Specialist and commenced in the financial services industry in 1980. She and her husband Peter have been running the practice together since 1987. Anne-Marie specialises in Retirement Planning and Estate Planning. Her passion is helping her clients to have a worry free retirement so they can enjoy the best time of their lives.
Anne Marie loves travelling to the different towns to see her clients. They have 3 adult children who have all moved away and are finding their own way in life after completing their degrees. She and her husband Peter are enjoying their new found freedom and love time catching up with friends and family and spending time at their shack.
They are very proud of their team who have been with them for a very long period of time which makes their lives very easy.
B. BUS (MIS), ADV DIP FS (FP)
Senior Financial Planner and Aged Care Specialist
Authorised Representative Number – 230532
Kristen joined Seagrims in 1998 as a Client Services Officer but quickly moved on to assisting Senior Advisers and training to become a Financial Planner. In 2001 Kristen was granted her authority to start giving advice to clients.
Kristen works in creating investment, insurance and estate planning strategies to meet the needs and objectives of each client. She then prepares a personalised plan based on those strategies to ensure that everything is completed to the client’s satisfaction.
Kristen has completed a Bachelor of Business (Management Information Systems) and has minors in Accounting and Finance. Kristen also completed her Diploma and Advanced Diploma of Financial Services (Financial Planning). Kristen is now a Senior Financial Planner and Aged Care Specialist.
Outside of work, Kristen enjoys spending time with her husband and two daughters.
Don't wait until tomorrow!
Contact us today to gain control of your finances!
By Simon Kuestenmacher This article originally appeared in the Australian – Special Report In planning our retirement strategy, we will benefit from understanding the life stages that
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The information contained is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material AD Advisory Services Pty Ltd & Seagrims – Your Financial Planners will not bear responsibility or liability for any action taken by any person, persons, or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.