Financial Adviser · SIPPY DOWNS, QLD

Angela Marie Boot

SIPPY DOWNS, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003523

Currently at

Financial Advice Matters Group

Bundall, QLD (firm address)

View firm profile

About Angela Marie Boot

Angela Marie Boot is a financial adviser based in Sippy Downs, Queensland, with 25 years of experience in the financial services industry since 2001. Angela is currently authorised under Alliance Wealth, operating through Financial Advice Matters Group. Angela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angela's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Angela 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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Advising (8 Units)

Securities Institute Education

2007

PS146 Knowledge Assessment

Other - Tribeca Learning

2008

Self Managed Superannuation Funds Course

Kaplan Professional

2011

RG146 Assessment

Other - Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jul 2020 - Present Current

SUNCORP FINANCIAL SERVICES PTY LTD

Sep 2011 - Mar 2020 Ceased

Superannuation excludes SMSF Advice

Westpac Banking Corporation

Nov 2001 - Mar 2009 Ceased

Source: ASIC Financial Advisers Register