Financial Adviser · MELBOURNE, VIC

Pamela Margaret Anderson

Disciplinary history on record
MELBOURNE, VIC
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000441560
Currently at
Brisbane, QLD (firm address)

Pamela Margaret Anderson is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Pamela is currently authorised under Ad Advisory Services, operating through Addicott Partners. Pamela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pamela's qualifications include a Graduate Diploma of Financial Planning from Deakin University.

Disciplinary History

Type: AFS banned/disqualification

Date: 17/11/2023 - 10/12/2024

Source: ASIC Financial Advisers Register

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

2013
Diploma of Financial Services (Financial Planning)
Tribeca
2015
Self Management Superannuation Funds
International Institute of Technology
2018
Advanced Diploma of Financial Planning
International Institute of Technology
2018
Australian Taxation Law for Tax Agents
International Institute of Technology
2022
Graduate Diploma of Financial Planning
Deakin University

Registration History

Dec 2024 - Present Current
Disciplinary action: AFS banned/disqualification
Jul 2022 - Nov 2023 Ceased
Disciplinary action: AFS banned/disqualification
Apr 2020 - Aug 2021 Ceased
Disciplinary action: AFS banned/disqualification
BALLAST FINANCIAL MANAGEMENT PTY LTD
Nov 2018 - Apr 2020 Ceased
Disciplinary action: AFS banned/disqualification
Sep 2018 - Nov 2018 Ceased
Disciplinary action: AFS banned/disqualification
NEXTGEN FINANCIAL GROUP PTY LTD
Mar 2016 - Sep 2018 Ceased
Disciplinary action: AFS banned/disqualification
Oct 2014 - Mar 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Disciplinary action: AFS banned/disqualification

Source: ASIC Financial Advisers Register