Financial Adviser
· SYDNEY, NSW
Angela Louise Holstein
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000268181
Angela Louise Holstein is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Angela is currently authorised under Shaw And Partners Limited. Angela holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma in Applied Finance & Investment from Securities Institute of Australia. Angela is a member of Financial Services Institute of Australiasia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Graduate Diploma in Applied Finance & Investment
Securities Institute of Australia
2003
Superannuation
RMIT University
2008
Accredited Derivatives Adviser Level 2
Kaplan Higher Education Pty Limited
2010
Margin Lending Accreditation Program
Deakin Prime