Financial Adviser
· SHEPPARTON, VIC
Debra Polkinghorne
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001527
About Debra Polkinghorne
Debra Polkinghorne is a financial adviser based in Shepparton, Victoria, with 19 years of experience in the financial services industry since 2007. Debra is currently authorised under Millennium 3 Financial Services. Debra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Debra's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Self Managed Superannuation Funds
Kaplan