Financial Adviser
· NORTH SYDNEY, NSW
Maricris Abellar
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000350757
Maricris Abellar is a financial adviser based in North Sydney, New South Wales, with 16 years of experience in the financial services industry. Maricris is currently authorised under The Lunar Group Pty Limited. Maricris 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 Masters Business Adminstration with Bachelor of Commerce from - Macquarie University. Maricris is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business Administrations/ Bachelor of Commerce (Accounting)
Macquarie University
2005
Masters Business Adminstration with Bachelor of Commerce
- Macquarie University
2008
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants in Australia (CA)
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2009
Diploma of Financial Services
Kaplan Professional Education
2010
Margin Lending & Geared Investments
Kaplan
2013
Self Managed Super Funds
Kaplan
2016
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd