Financial Adviser
· SYDNEY, NSW
Emma Hicks
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270633
Emma Hicks is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Emma is currently authorised under Hlb Mann Judd Wealth Management (NSW) Pty Limited. Emma 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 Business from University of Technology, Sydney. Emma 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
2014
Bachelor of Business
University of Technology, Sydney
2018
Advanced Diploma of Financial Planning
Kaplan Higher Education
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Self Managed Superannuation Funds
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Emma Hicks is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner.
LONSDALE FINANCIAL GROUP PTY LTD
Emma Hicks is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner. Emma Hicks is not authorised to provide advice in Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register