Financial Adviser
· MACKAY, QLD
Melissa Josephine Giraldo
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003228
Melissa Josephine Giraldo is a financial adviser based in Mackay, Queensland, with 18 years of experience in the financial services industry. Melissa is currently authorised under Consultum Financial Advisers Pty Ltd. Melissa 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 Commerce (Financial Planning & Investments) from Griffith University. Melissa 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
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Bachelor of Commerce (Financial Planning & Investments)
Griffith University
2011
Margin Lending & Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2015
Self Managed Superannuation Funds
Mentor Education
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
Excluding Self Managed Superannuation Funds
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register