Financial Adviser
· NELSON BAY, NSW
Lena Ngaio Peel
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260908
Lena Ngaio Peel is a financial adviser based in Nelson Bay, New South Wales, with 9 years of experience in the financial services industry. Lena is currently authorised under Genus Wealth Australia Pty Ltd. Lena 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 Master of Financial Planning from Kaplan Professional. Lena is a member of Financial Advice Association of Australia (FAAA).
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
2011
Bachelor of Commerce
University of Wollongong
2016
Advanced Diploma of Financial Planning
Monarch Institute
2016
Self Managed Superannuation Fund accreditation
Monarch Institute
2023
Master of Financial Planning
Kaplan Professional