Financial Adviser · BENDIGO, VIC

Karissa Anne Penna

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001311658

Karissa Anne Penna is a financial adviser based in Bendigo, Victoria, with 1 year of experience in the financial services industry. Karissa is currently authorised under Bridges Financial Services Pty Limited. Karissa 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 from Financial Advice Association of Australia Limited.

Authorised to Advise On

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

Restrictions: 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

2007
Bachelor of Business (Accounting)
La Trobe University
2012
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
5 Unit CFP Certification Program
Financial Advice Association of Australia Limited
2025
Certified Financial Planner
Financial Advice Association of Australia Limited

Registration History

Dec 2025 - Present Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
Sep 2024 - Dec 2025 Ceased
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Source: ASIC Financial Advisers Register