Financial Adviser · BRIDGETOWN, WA

Mary-anne Leonie Inglis

10 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001249091

Mary-anne Leonie Inglis is a financial adviser based in Bridgetown, Western Australia, with 10 years of experience in the financial services industry. Mary-anne is currently authorised under Politis Investment Strategies Pty Ltd. Mary-anne 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 Commerce from Murdoch University. Mary-anne is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce

Murdoch University

2002

CPA Program

CPA Australia

2010

Registered Tax Agent

Tax Practitioners Board

2011

SMSF Strategies Specialist SMSF Adviser Training

Terra Cordis Pty Ltd

2016

Module 1 Financial Advice Foundation

CPA Australia

2018

Diploma of Financial Planning

International Institute of Technology

2025

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Dec 2018 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

CPA AUSTRALIA ADVICE PTY LTD

Oct 2016 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register