Financial Adviser
· ALBURY, NSW
Ann Elizabeth Mitchell
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312702
Ann Elizabeth Mitchell is a financial adviser based in Albury, New South Wales, with 18 years of experience in the financial services industry. Ann is currently authorised under Bridges Financial Services Pty Limited. Ann holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of Sydney. Ann 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Economics
University of Sydney
2005
Diploma of Financial Services (Financial Planning) FNS50804
Tribeca Learning (Aust) Pty Ltd
2008
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2009
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register