Financial Adviser
· CHATSWOOD, NSW
Alissia Maree Denly
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266991
Alissia Maree Denly is a financial adviser based in Chatswood, New South Wales, with 8 years of experience in the financial services industry. Alissia is currently authorised under Fortnum Private Wealth Ltd. Alissia 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 Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (FNS50804)
Tribeca
2007
Advanced Diploma of Financial Services (FNS60404)
Kaplan Professional
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2024
FPC008
Other - Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not SMSF
not authorised in SMSF
Not authorised to provide SMSF advice
Source: ASIC Financial Advisers Register