Financial Adviser
· NORTH PERTH, WA
Penelope Joy Mcniff
No disciplinary history on record with ASIC
NORTH PERTH,
WA
Tax advice
authorised
authorised
ASIC Registered · ADV 001322151
About Penelope Joy Mcniff
Penelope Joy Mcniff is a financial adviser based in North Perth, Western Australia. Penelope is currently authorised under Momentum Planning. Penelope holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Penelope's qualifications include a Bachelor of Economics from UWA.
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
1990
Bachelor of Economics
UWA
2023
Graduate Diploma of Financial Planning
Kaplan
2026
SMSF Regulations and Taxation
Kaplan