Financial Adviser · SIPPY DOWNS, QLD

Angela Marie Boot

SIPPY DOWNS, QLD
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003523
Practice
Toowong, QLD (practice address on ASIC register)
Licensed through Alliance Wealth

About Angela Marie Boot

Angela Marie Boot is a financial adviser based in Sippy Downs, Queensland, with 25 years of experience in the financial services industry since 2001. Angela works at Financial Advice Matters, which is licensed through Alliance Wealth. Angela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angela's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Angela 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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Advising (8 Units)
Securities Institute Education
2007
PS146 Knowledge Assessment
Other - Tribeca Learning
2008
Self Managed Superannuation Funds Course
Kaplan Professional
2011
RG146 Assessment
Other - Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Jul 2020 - Present Current
SUNCORP FINANCIAL SERVICES PTY LTD
Sep 2011 - Mar 2020 Ceased
Superannuation excludes SMSF Advice
Nov 2001 - Mar 2009 Ceased

Source: ASIC Financial Advisers Register