Financial Adviser
· PENRITH, NSW
Melissa Turnbull-katebi
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000450430
Melissa Turnbull-katebi is a financial adviser based in Penrith, New South Wales, with 12 years of experience in the financial services industry. Melissa is currently authorised under Viridian Advisory Pty Ltd. Melissa 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 Higher Education Pty Limited. Melissa is a member of FBAA - Finance Brokers Association of Australia.
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
2012
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
928 Margin Lending
2015
Cavedish & ICFS Specialist SMSF Course
The University of Adelaide
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register