About
Hannah
Hannah Waller is a director in HLB Mann Judd Adelaide's Wealth Management team.
She joined the firm as a financial adviser in 2023 and has over 19 years' experience within the financial planning, superannuation and agricultural industries.
With a focus on complex business structures and financial statements, Hannah assists clients with wealth creation, risk protection, retirement planning, debt management, self-managed superannuation funds, and intergenerational wealth transfer strategies. Specialising in managing insurance claims and guiding clients through critical financial decisions during challenging life events.
Her experience allows Hannah to work closely with clients and deliver tailored, holistic advice that helps them to protect, grow, and transfer wealth with confidence. Her commitment to exceptional client outcomes, combined with strong leadership and operational expertise, makes her a trusted adviser to a diverse range of clients.
Hannah's passion is to build long-term relationships and deliver proactive advice to her clients.
Areas of expertise
- Financial Planning & Strategy
- Superannuation & Retirement Planning
- Investments & Portfolio Management
- Self-Managed Super Funds (SMSFs)
- Life Insurance & Risk Management
Qualifications & memberships
- Certified Financial Planner (CFP)
- Life Risk Specialist (LRS)
- Bachelor of Commerce (Business Law) - Curtin University
- Advanced Diploma of Financial Services
- Diploma of Financial Planning
- CFP Member, Financial Planning Association