Financial Adviser
· CLIFTON HILL, VIC
Renae Vercoe
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267532
Renae Vercoe is a financial adviser based in Clifton Hill, Victoria, with 20 years of experience in the financial services industry. Renae is currently authorised under Integrity Financial Planners Pty. Ltd.. Renae 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 of Australia.
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
2003
Bachelor of Commerce
Deakin University
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2010
Self Managed Superannuation Funds
Kaplan Professional