Financial Adviser
· SOUTH PERTH, WA
Margaret Anne Barnesby-johnson
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
42
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000258161
About Margaret Anne Barnesby-johnson
Margaret Anne Barnesby-johnson is a financial adviser based in South Perth, Western Australia, with 42 years of experience in the financial services industry since 1984. Margaret is currently authorised under Aurum Planning. Margaret holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Margaret's qualifications include a Master of Applied Finance from Maquarie University.
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
2005
Master of Applied Finance
Maquarie University
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education
2015
Life Insurance Adviser (Personal Advice)
Mentor
2015
SMSF Adviser (Personal Advice)
Mentor
Registration History
Source: ASIC Financial Advisers Register