Financial Adviser
· ESSENDON NORTH, VIC
Evelyn Phyllis Ali
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300197
Evelyn Phyllis Ali is a financial adviser based in Essendon North, Victoria, with 20 years of experience in the financial services industry. Evelyn is currently authorised under Moneyplan Australia (M.p.) Pty. Ltd.. Evelyn 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 FPA. Evelyn is a member of Financial Advice Association of Australia (FAAA).
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
1987
Bachelor Business Accounting
Victoria University
2005
Diploma Financial Planning
FPA
2008
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional