Our mission at PINES Insurance & Financial Solutions Pty Ltd is to provide high quality financial advice to support our clients achieving their goals and objectives and help to manage risk in their life.
Company was established in 2016 to assist clients with their financial planning needs.
PINES Insurance & Financial Solutions Pty Ltd offers clients a comprehensive range of financial services including self-managed super, insurance and tax-effective investments.
PINES Insurance & Financial Solutions and Anna Marczyk are authorised by InterPrac Financial Planning to provide financial advice in relation to:
Company was established in 2016 to assist clients with their financial planning needs.
PINES Insurance & Financial Solutions Pty Ltd offers clients a comprehensive range of financial services including self-managed super, insurance and tax-effective investments.
PINES Insurance & Financial Solutions and Anna Marczyk are authorised by InterPrac Financial Planning to provide financial advice in relation to:
Anna Marczyk is Authorised Representative No 1244038 of InterPrac Financial Planning Pty Ltd (AFSL 246638) and PINES Insurance & Financial Solutions Pty Ltd ABN 83 615 855 742 is Corporate Authorised Representative No 1249966 of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 Australian Financial Services Licence Number: 246638 Level 8, 525 Flinders Street, Melbourne VIC 3000
- Wealth Creation
- Insurance
- Superannuation
- Retirement Planning
- Estate Planning
- Debt Management
Anna Marczyk is Authorised Representative No 1244038 of InterPrac Financial Planning Pty Ltd (AFSL 246638) and PINES Insurance & Financial Solutions Pty Ltd ABN 83 615 855 742 is Corporate Authorised Representative No 1249966 of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 Australian Financial Services Licence Number: 246638 Level 8, 525 Flinders Street, Melbourne VIC 3000
Financial Adviser
Anna Marczyk – Financial Adviser AFP® Authorised Representative No 1244038 of InterPrac Financial Planning Pty Ltd (AFSL 246638) Anna commenced her career in the banking and finance industry in 2002. Being passionate about wealth creation and the need to invest to plan for comfortable retirement led Anna to undertake further studies to attain her Master of Professional Accounting from Central Queensland University in 2010, and her Diploma of Financial Planning in 2014. In addition to her understanding of how the banking system, investment and insurance markets operate and function, Anna is very knowledgeable in the areas of insurance and superannuation. Anna utilises her industry experience to help clients plan for their wealth creation to achieve their financial goals. In her free time, Anna likes to enjoy family time with her partner and son and loves the beachside lifestyle and culture. The family will often get outdoors on day trips to the beach or fishing. |
From adviser:
I have been helping clients with their finances since 2002. I have worked in many different roles, which has broadened my experience and expertise. I really enjoy helping people to improve their financial situation and build wealth so they can retire sooner and feel comfortable in their retirement. It is also important to me, to help clients to protect their family by tailoring insurance structures to their needs.
As a qualified and educated financial adviser, there are so many things that I can do to help clients with setting and achieving personal and financial goals.
I also get great pleasure from making complex strategies easier to understand and in helping to empower and educate my clients.
It is also very important to me to work and assist people, who have decided to call Australia home. I was born in Poland and came to Australia in 2007. I understand the challenges in adjusting to a new country and learning about different superannuation, insurance and tax systems.
Everything that I do is about helping my clients to improve their situation.
Terms & Conditions of Use
The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Queensland and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.
The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Queensland and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.
Disclaimer
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, PINES Insurance & Financial Solutions Pty Ltd (‘PINES IFS’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
Copyright
The information on this site, including the site source code is the property of PINES Insurance & Financial Solutions Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by PINES Insurance & Financial Solutions Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of PINES Insurance & Financial Solutions Pty Ltd.
PINES IFS web. Year of publication 2023
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, PINES Insurance & Financial Solutions Pty Ltd (‘PINES IFS’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
Copyright
The information on this site, including the site source code is the property of PINES Insurance & Financial Solutions Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by PINES Insurance & Financial Solutions Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of PINES Insurance & Financial Solutions Pty Ltd.
PINES IFS web. Year of publication 2023