Financial Adviser · BROADBEACH, QLD

Isabel Dallas

BROADBEACH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269327

Currently at

Picture Wealth Advisory

Perth, WA (firm address)

View firm profile

Isabel Dallas is a financial adviser based in Broadbeach, Queensland, with 8 years of experience in the financial services industry since 2018. Isabel is currently authorised under Picture Wealth Advisory. Isabel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Isabel's qualifications include a Bachelor of Commerce (Finance) from University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Commerce (Finance)

University of Western Australia

2008

Diploma of Accounting

TAFE Tasmania

2013

Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2015

DFP5 Tax for financial advising

Kaplan Education Pty Ltd

2015

TASATFA Tax for financial Advising

Kaplan Education Pty Ltd

2017

Advanced Diploma of Financial Planning

Kaplan

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

AAN WEALTH MANAGEMENT PTY LTD

Apr 2023 - Sep 2024 Ceased

Akumin Financial Planning Pty Limited

Nov 2018 - Apr 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register