Financial Adviser · WAKERLEY, QLD

Maritza Kriel

WAKERLEY, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000454079
Currently at
Melbourne, VIC (firm address)

Maritza Kriel is a financial adviser based in Wakerley, Queensland, with 12 years of experience in the financial services industry since 2014. Maritza is currently authorised under Capstone Financial Planning, operating through Mk Wealth Solutions. Maritza holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Maritza's qualifications include a Master of Commerce in Economics from University of Free State South Africa. Maritza 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006
Master of Commerce in Economics
University of Free State South Africa
2007
Advanced Diploma in Financial Planning
University of Free State South Africa
2014
Diploma of Financial Planning
Monarch Institute
2014
Self-Managed Superannuation Funds accreditation
Monarch Institute
2024
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jun 2021 - Present Current
Jul 2015 - Jun 2021 Ceased
A.C.N. 140 520 225 PTY LTD
Feb 2014 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register