Financial Adviser · NORTH SYDNEY, NSW

Alissia Maree Denly

NORTH SYDNEY, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001266991

Licensee

Fortnum Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Alissia Maree Denly

Alissia Maree Denly is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Alissia is currently authorised under Fortnum Advice. Alissia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alissia's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Alissia 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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2007

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2020

FPC002B

Bridging Course - Ethics - Kaplan Higher Education Pty Limited

2023

Accredited Aged Care Professional

Aged Care Steps

2024

FPC008

Other - Kaplan Higher Education Pty Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Fortnum Advice Pty Ltd

Oct 2026 - Present Current

Not SMSF

Fortnum Private Wealth Ltd

Jul 2024 - Oct 2026 Ceased

Not SMSF

Havana Financial Services Pty Ltd

Feb 2023 - Apr 2023 Ceased

not authorised in SMSF

Fortnum Private Wealth Ltd

Aug 2018 - Mar 2022 Ceased

Not authorised to provide SMSF advice

Source: ASIC Financial Advisers Register