Financial Adviser · MILE END, SA

Gretchen Ann Scannell

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001000363

Gretchen Ann Scannell is a financial adviser based in Mile End, South Australia, with 18 years of experience in the financial services industry. Gretchen is currently authorised under Personal Financial Services Ltd. Gretchen 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 Higher Education Pty Limited. Gretchen 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 Deposit Products Government Bonds

Restrictions: Superannuation does not include SMSF's

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma Financial Services (Financial Planning)

Kaplan

2010

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education

2019

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Personal Financial Services Ltd

Aug 2022 - Present Current

Superannuation does not include SMSF's

Millennium 3 Financial Services Pty Ltd

Sep 2019 - Aug 2022 Ceased

Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only.

Murdoch Insurance Brokers Pty Ltd

Jul 2008 - Sep 2018 Ceased

Source: ASIC Financial Advisers Register