Financial Adviser
· WAGGA WAGGA, NSW
Amy Kathleen Glanvill
No disciplinary history on record with ASIC
WAGGA WAGGA,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312925
Currently at
Varsity Lakes, QLD (firm address)
Amy Kathleen Glanvill is a financial adviser based in Wagga Wagga, New South Wales, with 20 years of experience in the financial services industry since 2006. Amy is currently authorised under Sgn Financial, operating through Easdown & Partners Financial Services. Amy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amy's qualifications include a Bachelor Of Business from Charles Sturt University. Amy is a member of SMSF Association.
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
2001
Bachelor Of Business
Charles Sturt University
2007
Diploma Of Financial Services (Financial Planning)
FINSIA
2011
SMSF Association Specialist Advisor Program
SMSF Association
2017
Accredited Listed Adviser Program
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
MAGNITUDE GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register