Financial Adviser
· YARRAWONGA, VIC
Bernadette Anne Attwood
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270490
Bernadette Anne Attwood is a financial adviser based in Yarrawonga, Victoria, with 8 years of experience in the financial services industry. Bernadette is currently authorised under Bwm Licence Pty Ltd. Bernadette 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 of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
ASFA
2018
Graduate Certificate in Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Bernadette is not authorised to provide advice in Self Managed Superannuation Funds & Margin Lending.
Source: ASIC Financial Advisers Register