Financial Adviser · MELBOURNE, VIC

Pamela Margaret Anderson

Disciplinary history on record

MELBOURNE, VIC

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000441560

Currently at

Addicott Partners

Brisbane, QLD (firm address)

View firm profile

About Pamela Margaret Anderson

Pamela Margaret Anderson is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Pamela is currently authorised under Ad Advisory Services, operating through Addicott Partners. Pamela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pamela's qualifications include a Graduate Diploma of Financial Planning from Deakin University.

Historical Disciplinary Action

Type: AFS banned/disqualification

Date: 17/11/2023 - 10/12/2024

Status: Period ended 10/12/2024

Source: ASIC Financial Advisers Register

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Services (Financial Planning)

Tribeca

2015

Self Management Superannuation Funds

International Institute of Technology

2018

Advanced Diploma of Financial Planning

International Institute of Technology

2018

Australian Taxation Law for Tax Agents

International Institute of Technology

2022

Graduate Diploma of Financial Planning

Deakin University

Registration History

Ad Advisory Services Pty Ltd

Dec 2024 - Present Current

Ad Advisory Services Pty Ltd

Jul 2022 - Nov 2023 Ceased

Ad Advisory Services Pty Ltd

Apr 2020 - Aug 2021 Ceased

BALLAST FINANCIAL MANAGEMENT PTY LTD

Nov 2018 - Apr 2020 Ceased

Boston Reed Pty Ltd

Sep 2018 - Nov 2018 Ceased

NEXTGEN FINANCIAL GROUP PTY LTD

Mar 2016 - Sep 2018 Ceased

Akumin Financial Planning Pty Limited

Oct 2014 - Mar 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register

Historical Disciplinary Action

Type: AFS banned/disqualification

Date: 03/08/2021 - 11/07/2022

Status: Period ended 11/07/2022

Source: ASIC Financial Advisers Register