Financial Adviser
· WEST PERTH, WA
Vanessa Claire Maitland
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000322388
Vanessa Claire Maitland is a financial adviser based in West Perth, Western Australia, with 20 years of experience in the financial services industry. Vanessa is currently authorised under Mont Partners Pty Ltd. Vanessa 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 Certified Financial Planner from Financial Planning Association Of Australia. Vanessa 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma Of Financial Advising
Securities Institute
2005
Certified Financial Planner
Financial Planning Association Of Australia
2014
Master of Commerce
Deakin University
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education