Financial Adviser
· BENTLEY PARK, QLD · Claimed profile
Thirza Stacey
No disciplinary history on record with ASIC
BENTLEY PARK,
QLD
42
Years experience
Tax advice
authorised
authorised
Free initial
consultation
consultation
ASIC Registered · ADV 001004236
About Thirza Stacey
Thirza Stacey is a financial adviser based in Bentley Park, Queensland, with 42 years of experience in the financial services industry since 1984. Thirza is currently authorised under Count Financial Limited, operating through Count Financial. Thirza holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thirza's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Debt management
Centrelink / Government benefits
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Tier 1 Margin Lending Personal Advice
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Self Managed Superannuation Funds
Kaplan Professional