Financial Adviser
· PARRAMATTA, NSW
Ursula Rae Condo
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003018
Ursula Rae Condo is a financial adviser based in Parramatta, New South Wales, with 20 years of experience in the financial services industry since 2006. Ursula is currently authorised under Mufg Retire360. Ursula holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Ursula's qualifications include a Master of Business Administration from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2000
Advanced Diploma of Business Administration
West Coast College of Tafe
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Ltd
2005
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2013
FNS60410 Advanced Diploma of Financial Planning
Kaplan Professional
2017
Graduate Certificate in Business
Curtin University of Technology
2020
Master of Business Administration
Curtin University
2026
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Direct Equities excludes direct equities advice and SMSF excludes SMSF
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register