Financial Adviser · PRESTON, VIC

Bettina Kathleen Monello

28 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000417058

Bettina Kathleen Monello is a financial adviser based in Preston, Victoria, with 28 years of experience in the financial services industry. Bettina is currently authorised under Charter Financial Planning Limited. Bettina 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2007

SMSF Course

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Feb 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Feb 2003 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register