Financial Adviser · MORNINGTON, VIC

Serena Robyn Palmer

MORNINGTON, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000422609

Currently at

Peninsula Wealth & Financial Services

Mornington, VIC (firm address)

View firm profile

About Serena Robyn Palmer

Serena Robyn Palmer is a financial adviser based in Mornington, Victoria, with 14 years of experience in the financial services industry since 2012. Serena is currently authorised under Peninsula Wealth & Financial Services, operating through Peninsula Wealth & Financial Services. Serena holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Serena's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Serena is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

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

2008

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2013

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Peninsula Wealth & Financial Services Pty Ltd

Feb 2023 - Present Current

Hillross Financial Services Limited

Jun 2012 - Feb 2023 Ceased

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