Financial Adviser
· EDGECLIFF, NSW
Isabella Maria Alves
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001319571
Isabella Maria Alves is a financial adviser based in Edgecliff, New South Wales. Isabella is currently authorised under Bongiorno Wealth Management Pty Ltd. Isabella holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Isabella holds 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
Authorised to provide tax financial advice services
Qualifications and Training
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited