Financial Adviser
· BRISBANE CITY, QLD
Alison Kolb
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239042
Alison Kolb is a financial adviser based in Brisbane City, Queensland, with 10 years of experience in the financial services industry. Alison is currently authorised under Ord Minnett Limited. Alison holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
Griffith University
2011
RG 146 Securities and Managed Investment
Stockbrokers Association of Australia
2012
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2015
Diploma of Financial Planning
Kaplan
2016
Accredited Derivatives Adviser Level 2
Kaplan
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register