Financial Adviser
· SYDNEY, NSW
Joanne Rebecca Mizzi
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455029
Joanne Rebecca Mizzi is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry since 2013. Joanne is currently authorised under Findex Advice Services. Joanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanne's qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2012
Master of Commerce (Financial Planning)
University of Western Sydney
2014
Self Managed Superannuation Funds
Kaplan Professional
2016
Margin Lending
Integrity Education Group
2020
Ethics and Professionalism in Financial Services
Western Sydney University
2026
Commercial Law
Kaplan Professional
Registration History
Excluding LRBA's
GWM ADVISER SERVICES PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register