Financial Adviser
· HOBART, TAS
Veronica Mcalister
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264048
Veronica Mcalister is a financial adviser based in Hobart, Tasmania, with 8 years of experience in the financial services industry. Veronica is currently authorised under Shadforth Financial Group Limited. Veronica 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 (CFP) from Financial Planning Association (FPA). Veronica is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2001
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2004
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2020
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2020
TASACLv2 Commercial Law
Kaplan Education Pty Ltd
2021
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2022
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2023
SMSF Specialist Advisor Program
SMSF Association