Financial Adviser
· WEST PERTH, WA
Isabella Olivia Grace Sepede
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243581
Isabella Olivia Grace Sepede is a financial adviser based in West Perth, Western Australia, with 10 years of experience in the financial services industry. Isabella is currently authorised under Koda Capital Pty Ltd. Isabella 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 CFP Certification Program from Financial Planning Association of Australia. Isabella 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
The University of Western Australia
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2019
CFP Certification Program
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register