Financial Adviser
· MELBOURNE, VIC
Kaitlin Sarah Mifsud
No disciplinary history on record with ASIC
MELBOURNE,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306245
About Kaitlin Sarah Mifsud
Kaitlin Sarah Mifsud is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry since 2024. Kaitlin is currently authorised under Jbs Financial Strategists. Kaitlin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kaitlin's qualifications include a Business (Accounting) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Business (Accounting)
RMIT
2021
Business (Financial Planning)
RMIT
2023
Accredited Listed Product Adviser Program
Kaplan
2024
Cert IV in Finance and Mortgage Broking
Kaplan
2024
SMSF Regulations and Taxation
Kaplan
Registration History
Excludes advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register