Financial Adviser
· MELBOURNE, VIC
Maria Paonessa
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279194
Maria Paonessa is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Maria is currently authorised under Linara Wealth Pty Ltd. Maria 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 Graduate Diploma in Financial Planning from FINSIA. Maria is a member of CPA Australia (CPA) and FINSIA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
CPA
CPA Australia
2003
Graduate Diploma in Financial Planning
FINSIA
2010
Risk Insurance
Garvan Financial Planning
2011
RG146 Margin Lending
SAA/DeakinPrime
Registration History
Source: ASIC Financial Advisers Register