ANNALISE CURRAN

Financial Adviser · Melbourne, VIC

Registered

ANNALISE CURRAN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2016, based in Melbourne, Victoria. They are authorised to provide advice under WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD (AFSL licence #000342420). Registered qualifications on file include 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University, 2005 - Certified Practicing Accountant - Professional Designations - CPA Australia, 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle. Professional memberships listed: CPA Australia (CPA).

Registration Number

001255380

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2016

Registration Date

20/12/2018

Financial Services Licensee

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Licence #000342420

📚 Qualifications & Training

2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University

2005 - Certified Practicing Accountant - Professional Designations - CPA Australia

2016 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle

2025 - FPC001B - Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education

2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

2025 - FPC006 - Taxation for Financial Planning - Other - Kaplan Higher Education

🏢 Professional Memberships

CPA Australia (CPA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.