Financial Adviser
· ERINA, NSW
Zoe Rebecca Midwinter
No disciplinary history on record with ASIC
ERINA,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003254
Zoe Rebecca Midwinter is a financial adviser based in Erina, New South Wales, with 12 years of experience in the financial services industry since 2014. Zoe is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Zoe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Zoe's qualifications include a Bachelor of Commerce from The Australian National University. Zoe 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
2001
Bachelor of Commerce
The Australian National University
2004
Graduate Diploma of Applied Finance and Investment
Securities Institute
2014
Diploma of Financial Planning
Kaplan Professional Education
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
Self Managed Superannuation Funds
Kaplan Professional Education
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register