Financial Adviser · MELBOURNE, VIC

Loretta Anne Hill

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000247396

Loretta Anne Hill is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. Loretta is currently authorised under Bongiorno Wealth Management. Loretta holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Loretta's qualifications include a Bachelor of Business (Accounting) from Bendigo College of Advanced Education. Loretta is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1985
Bachelor of Business (Accounting)
Bendigo College of Advanced Education
1998
Certified Practicing Accountants Program
Certified Public Accountants of Australia Pty Ltd (CPA)
2000
Diploma of Financial Planning
Financial Advice Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jul 2010 - Present Current
Jan 2004 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register