Financial Adviser
· BRISBANE CITY, QLD
Phoebe Myla Thomas Mumbray
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301607
Phoebe Myla Thomas Mumbray is a financial adviser based in Brisbane City, Queensland, with 3 years of experience in the financial services industry. Phoebe is currently authorised under Stonehouse Financial Partners Pty Ltd. Phoebe 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 Higher Education Pty Limited.
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
2017
Business (Economics & Finance)
Queensland University of Technology
2022
Master of Financial Planning
Kaplan Higher Education Pty Limited