Financial Adviser
· ALBANY, WA
Penny Josephine Slebos
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000161
Penny Josephine Slebos is a financial adviser based in Albany, Western Australia, with 31 years of experience in the financial services industry. Penny is currently authorised under Grove Securities Pty Ltd. Penny 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. Penny 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma Financial Planning
Deakin University
2006
Self Managed Superannuation Funds
Tribeca
2010
Certificate IV in Financial Services (Bookkeeping)
Great Southern Institute of Technology
2014
Diploma of Accounting
Great Southern Institute of Technology
2021
Graduate Diploma of Financial Planning
Kaplan