Financial Adviser · BRISBANE, QLD

Ingrid Katarina Cecilia Glarin

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004254

Ingrid Katarina Cecilia Glarin is a financial adviser based in Brisbane, Queensland, with 19 years of experience in the financial services industry. Ingrid is currently authorised under Industry Fund Services Limited. Ingrid 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 Professional Accounting from Griffith University.

Authorised to Advise On

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

Restrictions: excluding Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce, Banking and Finance and Risk Management
Griffith University
2004
Master of Professional Accounting
Griffith University
2010
Diploma of Financial Services (Financial planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Feb 2022 - Present Current
excluding Self Managed Superannuation Funds
ESI FINANCIAL SERVICES PTY LTD
Dec 2007 - Mar 2022 Ceased
Intra fund advice about Energy Super products covering investment options,insurance, contributions, and transition to retirement income stream. Personal insurance and managed investment schemes within Licensee Approved Product List only.

Source: ASIC Financial Advisers Register