Financial Adviser
· ST KILDA, VIC
Crystal-louise Broadfoot
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302007
Crystal-louise Broadfoot is a financial adviser based in St Kilda, Victoria, with 19 years of experience in the financial services industry. Crystal-louise is currently authorised under Count Financial Limited. Crystal-louise 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 Kaplan Higher Education. Crystal-louise 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
2010
Margin Lending and Geared Investments
Kaplan Higher Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education
2019
Self-Managed Superannuation Funds
Kaplan Higher Education
2023
FPC004 Insurance Advice
Kaplan Higher Education