Financial Adviser
· BRISBANE CITY, QLD
Carrissa Alexis Mari
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003646
Carrissa Alexis Mari is a financial adviser based in Brisbane City, Queensland, with 21 years of experience in the financial services industry. Carrissa is currently authorised under Oreana Financial Services Pty Ltd. Carrissa 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 Bachelor of Business (Major in Financial Planning) from University of Technology, Sydney. Carrissa is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
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
2004
Bachelor of Business (Major in Financial Planning)
University of Technology, Sydney
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
SuperConcepts & ICFS Specialist SMSF Course
SuperConcepts
Registration History
Source: ASIC Financial Advisers Register