Financial Adviser · SURRY HILLS, NSW

Laurelle Bryce

12 Years experience
Tax advice
authorised
Currently at
Surry Hills, NSW
ASIC Registered · ADV 000466317

Laurelle Bryce is a financial adviser based in Surry Hills, New South Wales, with 12 years of experience in the financial services industry. Laurelle is currently authorised under Steadfast Life Pty Ltd. Laurelle holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Laurelle is a member of Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional
2017
SMSF
Cavendish & ICFS Specialist
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2024 - Present Current
Nov 2023 - Aug 2024 Ceased
Jan 2021 - Oct 2023 Ceased
Apr 2020 - Feb 2021 Ceased
Sep 2018 - Jan 2021 Ceased
Nov 2017 - Aug 2018 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Aug 2015 - Nov 2017 Ceased
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.
Oct 2014 - Aug 2015 Ceased
MCMASTER HEATHFIELD PTY LTD
May 2013 - Oct 2014 Ceased
WHITTAKER MACNAUGHT PTY. LTD.
Apr 2010 - May 2013 Ceased

Source: ASIC Financial Advisers Register