Financial Adviser
· BUNDALL, QLD
Elizabeth Haile
No disciplinary history on record with ASIC
BUNDALL,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412074
About Elizabeth Haile
Elizabeth Haile is a financial adviser based in Bundall, Queensland, with 15 years of experience in the financial services industry since 2011. Elizabeth is currently authorised under Synchron Advice. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Mentor Education
2013
Advanced Diploma of Financial Planning
Mentor Education
2015
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Government Debentures or Stocks or Bonds: Class of product only. Securities: Class of product only.
AFFINIA FINANCIAL ADVISERS PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register