Data sourced from ASIC Financial Advisers Register
Financial Adviser · DULWICH, SA

Alison Stanbridge

DULWICH, SA
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001262164
Currently at
Count Financial Limited
Sydney, NSW (firm address)
View firm profile

Alison Stanbridge is a financial adviser based in Dulwich, South Australia, with 8 years of experience in the financial services industry since 2018. Alison is currently authorised under Count Financial Limited, operating through Count Financial. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alison's qualifications include a Bachelor of Accounting from University of South Australia. Alison is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

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

Restrictions: Not authorised to provide personal advice in Margin Lending Facility.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Certificate in Applied Tax
Taxation Institute of Australia
2011
Bachelor of Accounting
University of South Australia
2014
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self-Managed Superannuation Funds
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Aged Care Professional
Aged Care Steps

Registration History

Count Financial Limited
Jun 2021 - Present Current
Not authorised to provide personal advice in Margin Lending Facility.
LONSDALE FINANCIAL GROUP PTY LTD
Feb 2018 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register