Financial Adviser
· MELBOURNE, VIC
Harriet Gibb
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003060
Harriet Gibb is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Harriet is currently authorised under Shadforth Financial Group Limited. Harriet holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Harriet 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce
Monash University
2015
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2019
Self Managed Superannuaion Funds
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education