Financial Adviser
· CLIFTON SPRINGS, VIC
Mary Louise Favelle
No disciplinary history on record with ASIC
CLIFTON SPRINGS,
VIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287047
Mary Louise Favelle is a financial adviser based in Clifton Springs, Victoria, with 28 years of experience in the financial services industry since 1998. Mary is currently authorised under Lifespan Financial Planning. Mary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mary's qualifications include a Master of Financial Planning from RMIT. Mary is a member of Tax Practitioners Board (TPB).
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
1997
Bachelor of Commerce in Accounting
University of Canberra
2002
Graduate Diploma in Applied Finance and Investment
Securities Institute
2005
Master of Financial Planning
RMIT
2012
Self Managed Superannuation Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan