Financial Adviser · LOWER MOUNT WALKER, QLD

Felicia Sarah Anstey

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000252644

Felicia Sarah Anstey is a financial adviser based in Lower Mount Walker, Queensland, with 22 years of experience in the financial services industry. Felicia is currently authorised under Lifespan Financial Planning Pty Ltd. Felicia 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 Business Administration and Master of Professional Accounting from University of Southern Queensland. Felicia 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

2011
Diploma of Financial Services(Financial Planning)
Investment Banking Institute
2013
Master of Business Administration and Master of Professional Accounting
University of Southern Queensland
2015
Diploma of Finance and Mortgage Broking Management
The National Finance Institute
2018
Margin Lending
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan

Registration History

Nov 2021 - Present Current
Apr 2018 - Nov 2021 Ceased
BRISTOL STREET FINANCIAL SERVICES PTY LTD
May 2015 - Apr 2018 Ceased
Feb 2004 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register