Financial Adviser
· MOSMAN, NSW
Elizabeth Chevel
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237037
Elizabeth Chevel is a financial adviser based in Mosman, New South Wales, with 11 years of experience in the financial services industry. Elizabeth is currently authorised under Wealth Today Pty Ltd. Elizabeth 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 Business from University of Technology, Sydney.
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
2008
Bachelor of Business
University of Technology, Sydney
2013
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Planning
Mentor Education
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2024
FPC002b Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd