Financial Adviser
· CARINGBAH, NSW
Mia Cherie Trott
No disciplinary history on record with ASIC
CARINGBAH,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314482
About Mia Cherie Trott
Mia Cherie Trott is a financial adviser based in Caringbah, New South Wales, with 12 years of experience in the financial services industry since 2014. Mia is currently authorised under GPS Wealth. Mia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mia's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Mia is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2012
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2013
Self-Managed Superannuation Funds
Pinnacle Financial Services Academy
2014
Certificate IV in Finance & Mortgage Broking
Kaplan Professional
2017
Fellow Chartered Financial Practitioner (FChFP)
Financial Advice Association of Australia (FAAA)
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education