Financial Adviser
· ALBURY, NSW
Melissa Bird
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267365
Melissa Bird is a financial adviser based in Albury, New South Wales, with 8 years of experience in the financial services industry. Melissa is currently authorised under Dmg Licensee Services Pty Ltd. Melissa 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 Master of Taxation from University of New South Wales. Melissa is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
University of Melbourne
1999
Certified Practising Accountant (CPA)
CPA Australia
2005
Master of Taxation
University of New South Wales
2017
Diploma Financial Planning FNS50615
Kaplan Australia
2017
RG146 Managed Investments & Securities
Kaplan Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional