Financial Adviser · CANBERRA, ACT

Penelope Doone Ponder

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256618

Penelope Doone Ponder is a financial adviser based in Canberra, Australian Capital Territory, with 16 years of experience in the financial services industry. Penelope is currently authorised under Shaw And Partners Limited. Penelope holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
ASX Accredited Derivatives Adviser Level One
Kaplan Higher Education Pty Limited
2008
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2009
Professional Diploma in Securities & Derivatives
Deakin Prime
2011
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2014
Bachelor of Commerce
2016
Self Managed Superannuation Fund
Kaplan Higher Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Jul 2017 - Present Current
Sep 2011 - May 2017 Ceased

Source: ASIC Financial Advisers Register