Financial Adviser · MELBOURNE, VIC

Gemma Kate Mitchell

MELBOURNE, VIC
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000671
Licensee
Upwey, VIC (licence address on ASIC register)

About Gemma Kate Mitchell

Gemma Kate Mitchell is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Gemma is currently authorised under Rask Licensing. Gemma holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gemma's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services
Kaplan Professional Pty Ltd
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan Professional Pty Ltd

Registration History

Jan 2025 - Present Current
SUPER FIERCE PTY LTD
May 2022 - May 2024 Ceased
Feb 2022 - May 2022 Ceased
No Self Managed Super Funds
Nov 2019 - Nov 2020 Ceased
QINVEST LIMITED
Feb 2015 - Oct 2019 Ceased
Jan 2010 - Jan 2015 Ceased

Source: ASIC Financial Advisers Register