Financial Adviser · LEONGATHA, VIC

Elizabeth Bentick

LEONGATHA, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001249158

Currently at

Viridian Financial Group

Melbourne, VIC (firm address)

View firm profile

Elizabeth Bentick is a financial adviser based in Leongatha, Victoria, with 12 years of experience in the financial services industry since 2014. Elizabeth is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Elizabeth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elizabeth's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Elizabeth 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

2012

Diploma of Financial Services (Financial Planning)

Kaplan Education

2017

Accredited Listed Product Adviser

Kaplan

2017

Advanced Diploma of Financial Planning

Kaplan Education

2017

Self Managed Superannuation Fund

Kaplan

2019

Tier 1 Margin Lending Personal Advice

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Viridian Advisory Pty Ltd

Jun 2019 - Present Current

Viridian Advisory Pty Ltd

Oct 2016 - Jun 2019 Ceased

Westpac Banking Corporation

Oct 1998 - Oct 2016 Ceased

Source: ASIC Financial Advisers Register