Financial Adviser · UPPER MT GRAVATT, QLD

Elizabeth Jane Powdrell

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000248607

Elizabeth Jane Powdrell is a financial adviser based in Upper Mt Gravatt, Queensland, with 27 years of experience in the financial services industry. Elizabeth is currently authorised under Lifespan Financial Planning Pty Ltd. Elizabeth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elizabeth holds a Diploma of Financial Planning from FPA. Elizabeth is a member of CFP - Certified Financial Planner (FPA) and 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

FPA

Registration History

Lifespan Financial Planning Pty Ltd

Jan 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

A.C.N. 603 037 510 PTY LTD

Jun 2022 - Jan 2024 Ceased

Psk Advisory Services Pty Ltd

Dec 2018 - Nov 2020 Ceased

Akumin Financial Planning Pty Limited

Jan 2004 - Dec 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register