Financial Adviser · MAROOCHYDORE, QLD

Emily Kate Barclay

MAROOCHYDORE, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270954

Currently at

Consilium Advice

Berkeley Vale, NSW (firm address)

View firm profile

Emily Kate Barclay is a financial adviser based in Maroochydore, Queensland, with 8 years of experience in the financial services industry since 2018. Emily is currently authorised under Consilium Advice. Emily holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emily's qualifications include a Masters of Financial Planning from Kaplan Professional.

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

2017

Bachelor of Business

University of Newcastle

2017

Bachelor of Commerce

University of Newcastle

2021

Masters of Financial Planning

Kaplan Professional

Registration History

Consilium Advice Pty Ltd

Jul 2023 - Present Current

Maxim Private Clients Pty Limited

Dec 2020 - Apr 2023 Ceased

Count Financial Limited

Jan 2020 - Jun 2020 Ceased

Not authorised to provide personal advice on Self-Managed Superannuation Fund.

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Dec 2018 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register