Financial Adviser · MALVERN, VIC

Fiona Elizabeth Origlia

37 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000231003

Fiona Elizabeth Origlia is a financial adviser based in Malvern, Victoria, with 37 years of experience in the financial services industry. Fiona is currently authorised under Personal Financial Services Ltd. Fiona 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 Bachelor of Arts from Deakin University. Fiona 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 Deposit Products Government Bonds

Restrictions: Superannuation excludes SMSF's

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Arts

Deakin University

2009

Diploma of Financial Services

Kaplan

2018

Advanced Diploma of Financial Planning

International Institute of Technology

Registration History

Personal Financial Services Ltd

Oct 2019 - Present Current

Superannuation excludes SMSF's

Financial Wisdom Limited

May 2014 - Oct 2019 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register