Financial Adviser
· BURSWOOD, WA
Vicki Leanne Hagley
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252851
Vicki Leanne Hagley is a financial adviser based in Burswood, Western Australia, with 22 years of experience in the financial services industry. Vicki is currently authorised under Matrix Planning Solutions Limited. Vicki 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 Higher Education.
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
2004
Diploma of Financial Planning (8 units)
Financial Planning Association of Australia
2009
Self Managed Superannuation Funds Course
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education