Financial Adviser · BEVERLY HILLS, NSW

Elizabeth Natalie Salinas

BEVERLY HILLS, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001244306

Currently at

The Trustee For Mc Private Wealth Unit Trust

Beverly Hills, NSW (firm address)

View firm profile

Elizabeth Natalie Salinas is a financial adviser based in Beverly Hills, New South Wales, with 10 years of experience in the financial services industry since 2016. Elizabeth is currently authorised under Mooncunningham Financial Services, operating through The Trustee For Mc Private Wealth Unit Trust. Elizabeth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elizabeth's qualifications include a Bachelor of Business (Major in Accounting) from University of Technology Sydney. Elizabeth is a member of CPA Australia (CPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Business (Major in Accounting)

University of Technology Sydney

2013

Chartered Practising Accountant

CPA Australia

2016

Diploma of Financial Planning

International Institute of Technology

2016

RG146 Specialist Self Managed Superannuation Funds Course

International Institute of Technology

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2025

FPC007B- Client Engagement Skills

Kaplan

Registration History

Mooncunningham Financial Services Pty Ltd

Jul 2024 - Present Current

Interprac Financial Planning Pty Ltd

Apr 2023 - Jun 2024 Ceased

LIBERTAS FINANCIAL PLANNING PTY LTD

Nov 2017 - Apr 2023 Ceased

Superannuation including Self-Managed Superannuation Funds

Source: ASIC Financial Advisers Register