Financial Adviser · BUNDABERG CENTRAL, QLD

Anita Isabell Massee

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001002903

Anita Isabell Massee is a financial adviser based in Bundaberg Central, Queensland, with 12 years of experience in the financial services industry. Anita is currently authorised under Consultum Financial Advisers Pty Ltd. Anita 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 Graduate Diploma 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

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Planning

Kaplan Professional Education

2017

Advanced Diploma of Financial Planning

Kaplan Professional Education

2024

Accredited Listed Product Adviser Program

Kaplan Professional Education

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Consultum Financial Advisers Pty Ltd

Jan 2024 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Sep 2018 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Commonwealth Financial Planning Limited

Jul 2014 - Sep 2017 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register