Financial Adviser
· MOUNT BARKER, SA
Elise Anne Tolcher
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267903
Elise Anne Tolcher is a financial adviser based in Mount Barker, South Australia, with 8 years of experience in the financial services industry since 2018. Elise is currently authorised under Thornton Group (Australia). Elise holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elise's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
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
2017
Diploma of Financial Planning
Kaplan
2018
Advanced Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register