Financial Adviser
· MELBOURNE, VIC
Alana Kate Pincombe
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000454052
Alana Kate Pincombe is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Alana is currently authorised under Viridian Advisory Pty Ltd. Alana holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting, Finance and Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Accounting, Finance and Financial Planning)
Deakin University
2014
RG146 Tier 1 Specialist Margin Lending Course
International Institute of Technology
2015
Self-Managed Super Funds (SMSF)
Integrity Education Group
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register