Financial Adviser
· BALLINA, NSW
Anna Jean Miller
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262783
Anna Jean Miller is a financial adviser based in Ballina, New South Wales, with 8 years of experience in the financial services industry. Anna is currently authorised under Alliance Wealth Pty Ltd. Anna 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 Business (Tourism Management) from Southern Cross University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Restrictions: Not authorised to provide advice on Self-Managed Super Funds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Tourism Management)
Southern Cross University
2017
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2017
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Not authorised to provide advice on Self-Managed Super Funds
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.
Source: ASIC Financial Advisers Register