Financial Adviser
· SYDNEY, NSW
Elysse Marguerite Lorenti
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254471
Elysse Marguerite Lorenti is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Elysse is currently authorised under Perpetual Trustee Company Limited. Elysse holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Elysse is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Graduate Diploma of Financial Planning
Kaplan Professional
2017
Master of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional