Financial Adviser
· SYDNEY, NSW
Elizabeth Amy Wise
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301195
Elizabeth Amy Wise is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Elizabeth is currently authorised under Apt Wealth Partners Pty Ltd. Elizabeth 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 Bachelor of Commerce from Australian Catholic University. Elizabeth is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Introduction to Law (LEGL101 Commercial Law)
Australian Catholic University
2013
Bachelor of Commerce
Australian Catholic University
2022
Graduate Diploma of Financial Planning
Kaplan
2022
Tax and Commercial Law in Financial Planning (FPC006 Taxation Law)
Kaplan