MARISSA ANN BENNETT

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001253038

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2017

Registration Date

22/03/2017

Financial Services Licensee

POLITIS INVESTMENT STRATEGIES PTY LTD

Licence #000253125

๐Ÿ“š Qualifications & Training

1991 - Bachelor of Business (double major in Accounting Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2005 - Masters of Taxation - - University of New South Wales
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Superannuation & SMSF Statement of Attainment - - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Institute of Chartered Accountants

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.