Financial Adviser · PENRITH, NSW

Remona Naife Catherine Issa

8 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270302

Remona Naife Catherine Issa is a financial adviser based in Penrith, New South Wales, with 8 years of experience in the financial services industry. Remona is currently authorised under Aware Financial Services Australia Limited. Remona 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 Bachelor of Commerce (Finance and Financial Planning) from University of Wollongong. Remona 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: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2015

LAW 101 Law, Business and Society

University of Wollongong

2016

ACCY228: Taxation for Financial Planners

University of Wollongong

2017

Bachelor of Commerce (Finance and Financial Planning)

University of Wollongong

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Nov 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register