Financial Adviser · TOWNSVILLE CITY, QLD

Ida Eriksson

TOWNSVILLE CITY, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270949
Currently at
Melbourne, VIC (firm address)

Ida Eriksson is a financial adviser based in Townsville City, Queensland, with 8 years of experience in the financial services industry since 2018. Ida is currently authorised under Findex Advice Services. Ida holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Ida's qualifications include a Bachelor of Business (Accounting/Financial Management) from James Cook University.

Authorised to Advise On

Tax Financial Advice Superannuation

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Business (Accounting/Financial Management)
James Cook University
2017
Graduate Diploma of Chartered Accounting
Chartered Accountants Australia & New Zealand
2018
RG 146 Super essentials
Integrity
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Client Engagement Skills
Kaplan Professional

Registration History

Jan 2024 - Present Current

Source: ASIC Financial Advisers Register