Financial Adviser
· WEST PERTH, WA
Emma Zwaan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270295
Emma Zwaan is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry. Emma is currently authorised under Capital Partners Consulting Pty Ltd. Emma 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 Master of Financial Planning from Kaplan. Emma is a member of Financial Advice Association of Australia (FAAA).
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
2015
Bachelor of Accounting
University of South Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Master of Financial Planning
Kaplan