Financial Adviser
· KANGAROO POINT, QLD
Deborah Lee Spence
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000276299
Deborah Lee Spence is a financial adviser based in Kangaroo Point, Queensland, with 26 years of experience in the financial services industry. Deborah is currently authorised under Infocus Securities Australia Pty Ltd. Deborah 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 Certified Financial Planner from FPA. Deborah is a member of Financial Advice Association of Australia (FAAA).
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
2004
Diploma of Financial Planning
Deakin University
2009
Certified Financial Planner
FPA
2009
Professional Diploma in Securities and Derivatives
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Self Managed Superannuation Funds
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional