Financial Adviser · SYDNEY, NSW

Alicia Minnie

1 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 001311145

Alicia Minnie is a financial adviser based in Sydney, New South Wales, with 1 year of experience in the financial services industry. Alicia is currently authorised under Insight Investment Services Pty Ltd. Alicia 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 Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The Adviser is not authorised to provide advice regarding Self-Managed Superannuation Funds or Direct Equities.

Authorised to provide tax financial advice services

Qualifications and Training

2017

Baccalaureus Commercii in Finance

University of Johannesburg

2017

Diploma of Financial Planning

Kaplan Professional

2018

Advanced Diploma of Financial Planning

Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Insight Investment Services Pty Ltd

Aug 2024 - Present Current

The Adviser is not authorised to provide advice regarding Self-Managed Superannuation Funds or Direct Equities.

Source: ASIC Financial Advisers Register