Financial Adviser · PORTLAND, VIC

Annette Ryan

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000261453

Annette Ryan is a financial adviser based in Portland, Victoria, with 29 years of experience in the financial services industry. Annette is currently authorised under Advice Assist Australia Pty Ltd. Annette 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 Bachelor of Commerce from Deakin University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Commerce
Deakin University
1999
Diploma of Financial Planning
Financial Planning Association
2008
SMSF Strategies
Self Managed Super Fund Association
2010
ASX Listed Products Accreditation Course
LPAC Online
2011
Margin Lending Accreditation Program
Financial Essentials

Registration History

Apr 2023 - Present Current
Oct 2009 - Apr 2023 Ceased

Source: ASIC Financial Advisers Register