Alicia Ualesi Kendall
Financial Adviser in Spring Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000251054
- Location
- Spring Hill QLD 4000
- Licensee
- Burrell Stockbroking Pty Ltd (AFSL 247431)
- Authorised since
- 21 November 2016
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce in Financial Planning & Investment, Griffith University (2004); Certificate in Financial Planning, The Chartered Insurance Institute (2005); Diploma of Stockbroking, Stockbrokers Association of Australia (2014); Financial Planner AFP ®, Financial Planning Association of Australia (2014); Financial Planner CFP, Financial Planning Association of Australia (2018); Ethics and Professionalism, University of South Australia (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Alicia Ualesi Kendall
Alicia Ualesi Kendall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Spring Hill, Queensland (adviser number 000251054).
Advice is given under the Australian financial services licence of Burrell Stockbroking Pty Ltd, licence number 247431. The current authorisation started on 21 November 2016.
The register records 2004 as the year Alicia first provided financial advice. Qualifications and training on file include Bachelor of Commerce in Financial Planning & Investment (Griffith University, 2004), Certificate in Financial Planning (The Chartered Insurance Institute, 2005) and Diploma of Stockbroking (Stockbrokers Association of Australia, 2014). Alicia is recorded as a member of Financial Advice Association of Australia (FAAA).
Alicia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alicia Ualesi Kendall a registered financial adviser?
Yes. Alicia Ualesi Kendall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000251054.
Which licensee does Alicia Ualesi Kendall work under?
Burrell Stockbroking Pty Ltd, Australian financial services licence 247431.
What can Alicia Ualesi Kendall give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.