Financial Adviser · MITCHELTON, QLD

Esti Appleby

21 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001005444

Esti Appleby is a financial adviser based in Mitchelton, Queensland, with 21 years of experience in the financial services industry. Esti is currently authorised under Alliance Wealth Pty Ltd. Esti 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 Engineering (Electrical and Computer Engineering) from Queensland University of Technology (QUT). Esti 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 Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Engineering (Electrical and Computer Engineering)

Queensland University of Technology (QUT)

2003

Foundation DFP (DFP1-6)

FPA Australia

2007

Advanced Diploma of Financial Services (Financial Planning)

MLC ThreeSixty

2010

Margin Lending Program

MLC Advice Education

2021

Accredited Aged Care Professional Program

Aged Care Steps

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Sep 2023 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Consultum Financial Advisers Pty Ltd

Jun 2021 - Sep 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Oct 2018 - May 2021 Ceased

National Australia Bank Limited

Aug 2005 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register