Financial Adviser
· ROZELLE, NSW
Marisa Elayne Broome
No disciplinary history on record with ASIC
ROZELLE,
NSW
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000086
Marisa Elayne Broome is a financial adviser based in Rozelle, New South Wales, with 29 years of experience in the financial services industry since 1997. Marisa is currently authorised under Wealthadvice.com.au, operating through Marisa Elayne Broome. Marisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marisa's qualifications include a Certified Financial Planner from FPA. Marisa is a member of Australian Institute of Company Directors (AICD) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Economics
ANU
1999
Diploma of Financial Planning
Deakin University
2000
Certified Financial Planner
FPA
2016
Retirement Planning
UNSW
2018
Financial Planning
Griffith University
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan