Data sourced from ASIC Financial Advisers Register
Financial Adviser · MACQUARIE PARK, NSW

Mary-louise Serrao

28 Years experience
Tax advice
authorised
Currently at
Matrix Planning Solutions Limited
Bundall, QLD
View firm profile
ASIC Registered · ADV 000406160

Mary-louise Serrao is a financial adviser based in Macquarie Park, New South Wales, with 28 years of experience in the financial services industry. Mary-louise is currently authorised under Matrix Planning Solutions Limited. Mary-louise 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 Bachelor of Education (Secondary) (Mathematics) from University of Sydney. Mary-louise is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Education (Secondary) (Mathematics)
University of Sydney
2001
Diploma of Financial Planning (8 units)
Financial Planning Association of Australia
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2017
Accredited Aged Care Professional Program
Aged Care Steps
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited
Dec 2021 - Present Current
Excludes SMSF
A.C.N. 133 593 012 PTY LTD
Jun 2011 - Dec 2021 Ceased
Excludes SMSF

Source: ASIC Financial Advisers Register