Financial Adviser
· BENDIGO, VIC
Breeanna Lee Walsh
No disciplinary history on record with ASIC
BENDIGO,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296758
Breeanna Lee Walsh is a financial adviser based in Bendigo, Victoria, with 2 years of experience in the financial services industry since 2024. Breeanna is currently authorised under Fortnum Private Wealth. Breeanna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Breeanna's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Breeanna is a member of 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
2020
FPC006
Other - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
ALPA
Kaplan
2024
Commercial Law
Kaplan
2024
Margin Lending Specialist
Kaplan
2026
Master of Financial Planning
Kaplan Higher Education Pty Limited