Infocus Portland

41 Percy Street,Portland, VIC, 3305

phone 03 5521 7600

The Portland office of Infocus is located on the South West Coast of Victoria in the heart of the Discovery Bay Marine National Park, Victoria's marine gateway to the Great Australian Bight. Portland boasts rugged landscapes, colourful history, great surfing, whale watching and a tuna fishing season that brings fishing enthusiasts from far and wide. Infocus Portland has two highly qualified financial advisers and one assistant, who all have a passion for the Financial Services industry. Offering a myriad of services including Personal/ Business Insurance, Wealth Creation, Personal Financial Plans, Superannuation and Retirement Planning, Self Managed Superannuation, Estate Planning and Share Broking referral facilities. Portland's tight-knit community allows for the adviser's to maintain a close relationship with all of their clients throughout the advice process and beyond. This is something that Infocus Portland prides themselves on.

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Our team

Annette Ryan
Senior Financial Planner
Annette has been a Financial Planner since 1998, after completing her Bachelor of Commerce from Deakin University, and continuing to further herself professionally she undertook a Diploma in Financial Planning.Annette is also a Certified Financial Planner, Certified Practising Accountant and is passionate about maintaining a wealth of knowledge to extend to her clients.

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

Credit Services

TASA Services

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