Financial Adviser
· ADELAIDE, SA
Melissa Miller
No disciplinary history on record with ASIC
ADELAIDE,
SA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244081
Melissa Miller is a financial adviser based in Adelaide, South Australia, with 10 years of experience in the financial services industry since 2016. Melissa is currently authorised under Professional Investment Services, operating through Cathan & Co. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
ASX Listed Products Accreditation Course
LPAC Online
2018
Commercial Law Course (TASACLv2)
Kaplan Professional
2018
TASA and the TPB Code Of Professional Conduct Course
Kaplan Professional
2018
Tax for Financial Advising (Short Answer Exam) Gap Course
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Specialist SMSF Course
SueprConcepts & University of Adelaide