Financial Adviser
· MELBOURNE, VIC
Alyssa Grace Hatzi
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273088
About Alyssa Grace Hatzi
Alyssa Grace Hatzi is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Alyssa is currently authorised under Lifewealth. Alyssa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alyssa's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding Self Managed Super Fund Advice
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Integrity Education Group
2024
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding Self Managed Super Fund Advice
Source: ASIC Financial Advisers Register