Financial Adviser
· SYDNEY, NSW
Anita Louie
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272116
Anita Louie is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Anita is currently authorised under H.e.s.t. Australia Ltd.. Anita holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance (Financial Planning) from Charles Sturt University. Anita is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Limited to HESTA products
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2018
Master of Applied Finance (Financial Planning)
Charles Sturt University
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Limited to HESTA products
Securities - Class of product advice only .
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register