Financial Adviser
· COMO, WA
Isabella Serra-jones
No disciplinary history on record with ASIC
COMO,
WA
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298800
About Isabella Serra-jones
Isabella Serra-jones is a financial adviser based in Como, Western Australia, with 3 years of experience in the financial services industry since 2023. Isabella is currently authorised under Gilkison Group. Isabella holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Isabella's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Isabella 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Finance and Economics)
University of Western Australia (UWA)
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited