Financial Adviser · WHYALLA, SA

Melissa Sue Bastian

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001002774

Melissa Sue Bastian is a financial adviser based in Whyalla, South Australia, with 13 years of experience in the financial services industry. Melissa is currently authorised under Bridges Financial Services Pty Limited. Melissa 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 Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Restrictions: Superannuation - All excludes Self Managed Superannuation Funds (SMSF).Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2012

FNS50804 Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Bridges Financial Services Pty Limited

Mar 2020 - Present Current

Superannuation - All excludes Self Managed Superannuation Funds (SMSF).Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Commonwealth Financial Planning Limited

Jul 2013 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register