Financial Adviser
· TEWANTIN, QLD
Amanda Jane Newman
No disciplinary history on record with ASIC
TEWANTIN,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239980
Amanda Jane Newman is a financial adviser based in Tewantin, Queensland, with 24 years of experience in the financial services industry since 2002. Amanda is currently authorised under Alliance Wealth, operating through Ajn Financial Services. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amanda's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec
2004
Taxation Planning
Tribeca Learning
2011
Margin Lending and Geared Investments Program
Kaplan Professional
2021
Introduction to Self Managed Superannuation Funds Course
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Securities: Class of product only; Government Debentures, Stocks or Bonds: Class of product only; Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register