Financial Adviser · PERTH, WA

Louisa Jane Merry

10 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001249764

Louisa Jane Merry is a financial adviser based in Perth, Western Australia, with 10 years of experience in the financial services industry. Louisa is currently authorised under Australia And New Zealand Banking Group Limited. Louisa 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 (Major in Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities - Class of product advice only.

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

Australia And New Zealand Banking Group Limited

Oct 2016 - Present Current

Securities - Class of product advice only.

Source: ASIC Financial Advisers Register