Financial Adviser · MELBOURNE, VIC

Anisha Natalie Urudra

MELBOURNE, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003539

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

About Anisha Natalie Urudra

Anisha Natalie Urudra is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Anisha is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Anisha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anisha's qualifications include a Bachelor of Commerce from The University of Melbourne. Anisha 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

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2008

732103 Principles of Business Law

The University of Melbourne

2010

BLAW30002 Taxation Law

The University of Melbourne

2010

Bachelor of Commerce

The University of Melbourne

2013

Diploma of Financial Planning

Kaplan Professional Education

2023

FPC001B Economic and Legal context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Industry Fund Services Limited

Jul 2026 - Present Current

IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Mufg Retire360 Pty Limited

May 2026 - Jun 2026 Ceased

Aware Financial Services Australia Limited

Feb 2023 - Apr 2026 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Aware Financial Services Australia Limited

Dec 2019 - Mar 2022 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Aware Financial Services Australia Limited

Jul 2018 - Nov 2019 Ceased

Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Sep 2014 - Jun 2018 Ceased

Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

Source: ASIC Financial Advisers Register