Financial Adviser
· SPRING HILL, QLD
Alicia Ualesi Kendall
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000251054
Alicia Ualesi Kendall is a financial adviser based in Spring Hill, Queensland, with 22 years of experience in the financial services industry. Alicia is currently authorised under Burrell Stockbroking Pty Ltd. Alicia 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 Financial Planner CFP from Financial Planning Association of Australia. Alicia 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
2004
Bachelor of Commerce in Financial Planning & Investment
Griffith University
2005
Certificate in Financial Planning
The Chartered Insurance Institute
2014
Diploma of Stockbroking
Stockbrokers Association of Australia
2014
Financial Planner AFP ®
Financial Planning Association of Australia
2018
Financial Planner CFP
Financial Planning Association of Australia
2021
Ethics and Professionalism
Ethics - University of South Australia
Registration History
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register