Financial Adviser · ALBURY, NSW

Anne-marie Humphries

ALBURY, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239430

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

About Anne-marie Humphries

Anne-marie Humphries is a financial adviser based in Albury, New South Wales, with 28 years of experience in the financial services industry since 1998. Anne-marie is currently authorised under Fortnum Private Wealth. Anne-marie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anne-marie's qualifications include a Certified Financial Planner (CFP) Education Program from Financial Advice Association Australia. Anne-marie is a member of Certified Financial Planner (CFP) of FAAA and SMSF Specialist Advisor (SSA) of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Economics

University of Queensland

1992

Graduate Diploma in Agribusiness

Monash University

2001

Diploma of Financial Planning (DFP 1-8)

FPA

2004

Certified Financial Planner (CFP) Education Program

Financial Advice Association Australia

2005

Self Managed Superannuation Funds Course

Tribeca Learning

2009

SMSF Specialist Advisor (SSA) Accreditation Program

SMSF Professionals' Association of Australia

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2017

Master of Financial Planning

Kaplan Higher Education Pty Limited

2020

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd

Dec 2025 - Present Current

Matrix Planning Solutions Limited

May 2019 - Dec 2025 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Sep 2010 - May 2019 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

May 2004 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register