Financial Adviser
· BUNGALOW, QLD
Penelope Anne Dalmeyer
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333737
Penelope Anne Dalmeyer is a financial adviser based in Bungalow, Queensland, with 22 years of experience in the financial services industry. Penelope is currently authorised under Alliance Wealth Pty Ltd. Penelope 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 Health Science (Environmental Health) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Health Science (Environmental Health)
Queensland University of Technology
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds Course
Kaplan Professional
2017
Accredited Listed Product Adviser
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register