Financial Adviser
· COFFS HARBOUR, NSW
Gretel Alexandra Chiswell
No disciplinary history on record with ASIC
COFFS HARBOUR,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268202
Gretel Alexandra Chiswell is a financial adviser based in Coffs Harbour, New South Wales, with 8 years of experience in the financial services industry since 2018. Gretel is currently authorised under Beryllium Advisers, operating through Gretel Financial. Gretel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gretel's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
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
2015
Diploma of Financial Planning
Kaplan Professional
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register