Financial Adviser · ALEXANDRIA, NSW

Venetia Yvonne Ridge

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001304096

Venetia Yvonne Ridge is a financial adviser based in Alexandria, New South Wales, with 2 years of experience in the financial services industry. Venetia is currently authorised under Aws Private Wealth Pty Ltd. Venetia 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 Graduate Diploma of Financial Planning from Kaplan Professional. Venetia is a member of SMSF Association.

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

2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Dec 2024 - Present Current
Jun 2023 - Oct 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register