Financial Adviser · BRISBANE CITY, QLD

Annastasia Wells

8 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001272910

Annastasia Wells is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Annastasia is currently authorised under Australia And New Zealand Banking Group Limited. Annastasia 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 FPA. Annastasia is a member of Chartered Financial Analyst Institute (CFA Institute) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Securities - Class of product advice only.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce (Finance)

Griffith University

2020

Chartered Financial Analyst

CFA Institute

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Certified Financial Planner

FPA

2021

Master of Financial Planning

Kaplan Higher Education Pty Limited

2024

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Dec 2020 - Present Current

Securities - Class of product advice only.

Wilsons Advisory And Stockbroking Limited

Dec 2018 - Mar 2020 Ceased

Source: ASIC Financial Advisers Register