Financial Adviser
· MELBOURNE, VIC
Annalise Curran
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255380
Annalise Curran is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Annalise is currently authorised under William Buck Wealth Advisors (VIC) Pty Ltd. Annalise holds authorisations to advise on superannuation, managed investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from La Trobe University. Annalise is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
La Trobe University
2005
Certified Practicing Accountant
CPA Australia
2016
Diploma of Financial Planning
Pinnacle
2025
FPC001B
Other - Kaplan Higher Education
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2025
FPC006
Other - Kaplan Higher Education