Financial Adviser
· PALM BEACH, QLD
Renee Ann Gamble
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244846
Renee Ann Gamble is a financial adviser based in Palm Beach, Queensland, with 23 years of experience in the financial services industry. Renee is currently authorised under Balanced Investment Strategies Pty Ltd. Renee 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 Graduate Diploma of Financial Planning from Kaplan Professional. Renee is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Certificate IV in Business (Marketing)
Quality Training Solutions
2007
Diploma of Financial Services (Financial Planning)
Tirbeca
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2017
SMSF Specialist
SMSFA
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Behavioural Finance
Behavioural Finance - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register