Financial Adviser
· HORSHAM, VIC
Penelope Jayne Manserra
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264949
Penelope Jayne Manserra is a financial adviser based in Horsham, Victoria, with 24 years of experience in the financial services industry. Penelope is currently authorised under Horsham Licensing Services Pty Ltd. Penelope 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 Professional. Penelope 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
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SIRISTON GROUP LTD
Source: ASIC Financial Advisers Register