Financial Adviser
· WILLIAMS LANDING, VIC
Gloria Mina
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000108
Gloria Mina is a financial adviser based in Williams Landing, Victoria, with 19 years of experience in the financial services industry. Gloria is currently authorised under Synchron Advice Pty Ltd. Gloria 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 Business (Accounting) from RMIT University. Gloria is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2006
Bachelor of Business (Accounting)
RMIT University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register