Financial Adviser · NORWOOD, SA

Anona Josephine Fitzgerald

NORWOOD, SA
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242826
Currently at
Sydney, NSW (firm address)

About Anona Josephine Fitzgerald

Anona Josephine Fitzgerald is a financial adviser based in Norwood, South Australia, with 28 years of experience in the financial services industry since 1998. Anona is currently authorised under Paragem, operating through Anona Financial Planning. Anona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anona's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Anona 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

1995
Bachelor of Business (Banking and Finance)
University of South Australia
2002
Graduate Diploma of Financial Planning
Securities Institute
2010
Provide Advice in Margin Lending
MLC
2015
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Accredited Aged Care Professional Program
Aged Care Steps

Registration History

Dec 2022 - Present Current
Jun 2021 - Nov 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Dec 2003 - May 2021 Ceased

Source: ASIC Financial Advisers Register