Financial Adviser
· PERTH, WA
Louisa Jane Merry
No disciplinary history on record with ASIC
PERTH,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249764
About Louisa Jane Merry
Louisa Jane Merry is a financial adviser based in Perth, Western Australia, with 10 years of experience in the financial services industry since 2016. Louisa is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Louisa holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Louisa's qualifications include a Bachelor of Commerce (Major in Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce (Major in Financial Planning)
Deakin University
2014
Margin Lending
Kaplan Higher Education Pty Limited
2015
Foreign Exchange
Kaplan Higher Education Pty Limited
2018
Advanced Diploma Financial Planning
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Self-Managed Superannuation Funds
Kaplan Higher Education Pty Limitedl
Registration History
Securities - Class of product advice only.
Source: ASIC Financial Advisers Register