Financial Adviser
· SYDNEY, NSW
Cindy Excell
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008735
Cindy Excell is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. Cindy is currently authorised under Primestock Securities Limited, operating through Primestock Securities. Cindy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cindy's qualifications include a Certified Financial Planner from FAAA. Cindy is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Economics (Accounting)
Xiamen University
2003
Masters of Applied Finance
Macquarie University
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2008
Graduate Diploma of Financial Planning
FINSIA
2011
Certified Financial Planner
FAAA