Financial Adviser
· BONDI JUNCTION, NSW
Emma Frances Duffey
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321553
Emma Frances Duffey is a financial adviser based in Bondi Junction, New South Wales, with 18 years of experience in the financial services industry. Emma is currently authorised under Fts Financial Services 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 Arts/Commerce from University of New England. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Arts/Commerce
University of New England
2007
Financial Services
Three Sixty - GWM Adviser Services
2012
Margin Lending
Kaplan
2013
Self Managed Super Funds
Kaplan Education
2015
Aged Care Specialist
Mentor Education
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan