Financial Adviser
· MACQUARIE PARK, NSW
Alysia Jane Laird
No disciplinary history on record with ASIC
MACQUARIE PARK,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004944
About Alysia Jane Laird
Alysia Jane Laird is a financial adviser based in Macquarie Park, New South Wales, with 21 years of experience in the financial services industry since 2005. Alysia is currently authorised under Ri Advice Group. Alysia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alysia's qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Alysia 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
Australian National University
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2011
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register