Financial Adviser
· THE JUNCTION, NSW
Tamara Jayne Gillman
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000465880
Tamara Jayne Gillman is a financial adviser based in The Junction, New South Wales, with 17 years of experience in the financial services industry. Tamara is currently authorised under Ri Advice Group Pty Ltd. Tamara 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 from Financial Planning Association of Australia Limited. Tamara 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
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business Management (Marketing)
University of Queensland
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Diploma of Financial Financial Planning FNS50804
Kaplan Australia
2015
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2015
Certified Financial Planner
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education