Financial Adviser
· SANDGATE, QLD
Mary Ann Almasan
No disciplinary history on record with ASIC
SANDGATE,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306101
About Mary Ann Almasan
Mary Ann Almasan is a financial adviser based in Sandgate, Queensland, with 2 years of experience in the financial services industry since 2024. Mary is currently authorised under Dalton Financial Services. 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 Certified Financial Planner from Financial Advice Association Australia. Mary 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
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce
Griffith University
2023
Diploma of Financial Planning
Kaplan
2025
Self Managed Superannuation Funds
Kaplan Professional Education
2026
Certified Financial Planner
Financial Advice Association Australia