Financial Adviser
· KANGAROO POINT, QLD
Courtney Leah Pearch
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332402
Courtney Leah Pearch is a financial adviser based in Kangaroo Point, Queensland, with 18 years of experience in the financial services industry. Courtney is currently authorised under Infocus Securities Australia Pty Ltd. Courtney 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 Advanced Diploma of Financial Planning from Mentor.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor
2016
Advanced Diploma of Financial Planning
Mentor
2016
Margin Lending Adviser (Personal Advice)
Mentor
Registration History
Securities excludes direct equities advice
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
SENTRY FINANCIAL PLANNING PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register