Financial Adviser
· CHULLORA, NSW
Therese Margaret Pontifex
No disciplinary history on record with ASIC
CHULLORA,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338379
Therese Margaret Pontifex is a financial adviser based in Chullora, New South Wales, with 17 years of experience in the financial services industry since 2009. Therese is currently authorised under Mufg Retire360. Therese holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Therese's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Therese 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
2008
Diploma of Financial Services (Financial Planning) FNS50804
FINSIA
2010
Margin Lending and Geared Investments
Kaplan
2012
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Managed Discretionary Account Services
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register