Financial Adviser
· WOLLONGONG, NSW
Amanda Pond
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332881
Amanda Pond is a financial adviser based in Wollongong, New South Wales, with 18 years of experience in the financial services industry. Amanda is currently authorised under Oreana Financial Services Pty Ltd. Amanda 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 Graduate Diploma Of Financial Planning from Kaplan. Amanda is a member of Accredited Aged Care Professional and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Professional
2019
Fellow Chartered Financial Practitioner
AFA
2023
Graduate Diploma Of Financial Planning
Kaplan
Registration History
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