Financial Adviser
· PORT MACQUARIE, NSW
Ursula Boorman
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279542
Ursula Boorman is a financial adviser based in Port Macquarie, New South Wales, with 27 years of experience in the financial services industry since 1999. Ursula is currently authorised under Direct Advisers. Ursula holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ursula's qualifications include a Bachelor of Economics from University of New England. Ursula 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Economics
University of New England
2003
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2007
Certified Financial Planning
Financial Planning Association of Australia Limited
2014
SMSF Specialist Advisor
SPAA