Financial Adviser
· KINGSTON, ACT
Annie Rose Minehan
No disciplinary history on record with ASIC
KINGSTON,
ACT
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000453789
Annie Rose Minehan is a financial adviser based in Kingston, Australian Capital Territory, with 12 years of experience in the financial services industry since 2014. Annie is currently authorised under National Financial Services. Annie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Annie's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Annie is a member of Mortgage & Finance Association of Australia (MFAA).
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
2012
FNS50504
- Intellitrain
2012
FNS50804
- Kaplan Professional Education
2014
Certificate of Completion
- Kaplan Professional Education
2018
Certificate of Completion
- Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan