Financial Adviser · WOLLONGONG, NSW

Cindy-lea Josephine Page

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000704

Cindy-lea Josephine Page is a financial adviser based in Wollongong, New South Wales, with 14 years of experience in the financial services industry. Cindy-lea is currently authorised under Industry Fund Services Limited. Cindy-lea 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 Master of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c)Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2014
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2020
Master of Financial Planning
Kaplan Professional
2023
Tax for Financial Advising
Kaplan Professional
2024
Commercial Law
Kaplan Professional

Registration History

Oct 2025 - Present Current
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c)Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Aug 2012 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register