Data sourced from ASIC Financial Advisers Register
Financial Adviser · MOOLOOLAH VALLEY, QLD

Angela Louise Surch

18 Years experience
Tax advice
authorised
Currently at
Alliance Wealth Pty Ltd
Bundall, QLD
View firm profile
ASIC Registered · ADV 000327236

Angela Louise Surch is a financial adviser based in Mooloolah Valley, Queensland, with 18 years of experience in the financial services industry. Angela is currently authorised under Alliance Wealth Pty Ltd. Angela 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 (Accounting & Financial Planning) from Griffith University. Angela 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 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

2007
Bachelor of Commerce (Accounting & Financial Planning)
Griffith University
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd
May 2022 - 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
Putting Planning Into Practice Pty Ltd
Jul 2021 - May 2022 Ceased
Excludes SMSF
Consultum Financial Advisers Pty Ltd
May 2019 - Jun 2021 Ceased
Advice on superannuation excludes self managed superannuation funds
FINANCIAL SERVICES PARTNERS PTY LIMITED
May 2016 - May 2019 Ceased
Government Debentures, Stocks or Bonds: Class of product only, Superannuation: not authorised to provide SMSF advice.
Charter Financial Planning Limited
Aug 2015 - Feb 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register