Financial Adviser
· ADELAIDE, SA
Renee Zimmermann
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000431326
Renee Zimmermann is a financial adviser based in Adelaide, South Australia, with 14 years of experience in the financial services industry. Renee is currently authorised under Unisuper Management 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 Certified Financial Planner from - Financial Planning Association of Australia. Renee 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of business (international business)
University of South Australia
2009
Diploma of Financial Services (Financial Planning)
Pinnacle
2011
Advanced diploma of financial services (financial planning)
Pinnacle
2017
Certified Financial Planner
- Financial Planning Association of Australia
2019
Ethics and professionalism in financial advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register