Data sourced from ASIC Financial Advisers Register
Financial Adviser · ASCOT VALE, VIC

Alicia Simone Honey

4 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001293040

Alicia Simone Honey is a financial adviser based in Ascot Vale, Victoria, with 4 years of experience in the financial services industry. Alicia is currently authorised under Charter Financial Planning Limited. Alicia 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.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Certificate IV in Financial Services
MWT Group
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Sep 2021 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register