Financial Adviser
· SYDNEY, NSW
Elise Aricheta
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470006
Elise Aricheta is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Elise is currently authorised under Alliance Wealth Pty Ltd. Elise 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 Certified Financial Planner (CFP) Education Program from FPA Australia. Elise is a member of FAAA - Certificated Financial Planner (CFP) and SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
FINSIA Education
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Certified Financial Planner (CFP) Education Program
FPA Australia
2011
Margin Lending and Geared Investments Program
Kaplan Professional
2011
Self Managed Superanuattion Funds Program
Kaplan Professional
2014
Bachelor of Business and Commerce (Accounting)
University of Western Sydney
2016
Master of Financial Planning
Western Sydney University
2016
SMSF Specialist Advisor Accreditation Program
SMSF Association
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Higher Education