Financial Adviser
· CROYDON SOUTH, VIC
Narelle Kerryn Elliott
No disciplinary history on record with ASIC
CROYDON SOUTH,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000401887
About Narelle Kerryn Elliott
Narelle Kerryn Elliott is a financial adviser based in Croydon South, Victoria, with 15 years of experience in the financial services industry since 2011. Narelle is currently authorised under Count Financial Limited, operating through Count Financial. Narelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Narelle's qualifications include a Bachelor of Business (Financial Planning) from RMIT University.
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
2003
Bachelor of Business (Financial Planning)
RMIT University
2014
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
2015
Self-Managed Superannuation Funds
Kaplan Professional
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
BALNARRING BREW CO PTY LTD
Financial Product Advice in respect to Managed Discretionary Accounts (MDA) services is limited to general advice only on the establishment, structuring, retention or termination of an MDA.
Source: ASIC Financial Advisers Register