Financial Adviser · CROWS NEST, NSW

Melissa Gilbert

28 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000242208

Melissa Gilbert is a financial adviser based in Crows Nest, New South Wales, with 28 years of experience in the financial services industry. Melissa is currently authorised under Charter Financial Planning Limited. Melissa 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1990

Bachelor of Arts in Office Management

University of Canberra

1998

Certificate in Financial Markets

Securities Institute Australia (SIA)

2001

8 unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2006

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Apr 2004 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register