Sandra Burmeister is a Director of BTC Wealth. Sandra is delighted to be able to show both existing and potential clients that they are dealing with a financial planning business of the highest professional standing.
Sandra Burmeister is an authorised representative of Prosper Wealth Group Pty Ltd AFSL No 515 826. ABN 51 628 482 262.
Sandra has over 22 years of experience in the financial services and personal insurance industry. Sandra has acquired specialist knowledge of personal risk insurances for individuals and small business clients, together with superannuation and retirement strategies.
Sandra provides her clients with friendly professional advice, clearly explaining the options available and their outcomes. Sandra focuses on offering individually tailored strategies and building long term relationships with her clients.
Key Areas of Advice
- Superannuation, Investment and Retirement Strategies.
- Specialist Personal Risk Insurance for individuals and small business clients, including Life, TPD, Trauma and Income Protection.
- Self-Managed Superannuation Fund establishment and management.
- Strategies to assist retirees with Centrelink issues.
Sandra holds a Diploma of Financial Planning (DFP) from Deakin University Victoria.
Sandra is authorised to provide advice and deal in the following financial products:
- Deposit and payment products
- Debentures, stocks or bonds issued or proposed to be issued by the government
- Life products including Investment life insurance products and Life risk insurance products
- Interests in managed investment schemes including investor directed portfolio services
- Securities and Superannuation