Financial Adviser
· BALLINA, NSW
Emma Walsh
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328244
Emma Walsh is a financial adviser based in Ballina, New South Wales, with 18 years of experience in the financial services industry. Emma is currently authorised under Wealth Management Matters Pty Ltd. Emma 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. Emma 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Principles of Self Managed Superannuation Funds
International Institute of Technology
2020
Accredited Aged Care Professional
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan