Financial Adviser · ROBINA, QLD

Melissa Elizabeth Kaponay

ROBINA, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001243654

Currently at

Financial Advice Matters Group

Bundall, QLD (firm address)

View firm profile

About Melissa Elizabeth Kaponay

Melissa Elizabeth Kaponay is a financial adviser based in Robina, Queensland, with 10 years of experience in the financial services industry since 2016. Melissa is currently authorised under Alliance Wealth, operating through Financial Advice Matters Group. Melissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melissa's qualifications include a Bachelor of International Hotel and Tourism Management from University of Queensland. Melissa 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 Government Bonds

Restrictions: Not authorised to give self managed superannuation fund advice.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of International Hotel and Tourism Management

University of Queensland

2015

Diploma of Financial Planning (DFP1-3)

Kaplan Professional

2016

Securities and Managed Investments Course (DFP4)

Kaplan Professional

2017

Advanced Diploma of Financial Planning

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jun 2016 - Present Current

Not authorised to give self managed superannuation fund advice.

Source: ASIC Financial Advisers Register