Financial Adviser
· BALWYN NORTH, VIC
Deanne Maree Eriksen
No disciplinary history on record with ASIC
BALWYN NORTH,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267592
About Deanne Maree Eriksen
Deanne Maree Eriksen is a financial adviser based in Balwyn North, Victoria, with 8 years of experience in the financial services industry since 2018. Deanne is currently authorised under Asvw Financial Services. Deanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Deanne's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology. Deanne 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2023
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register