Alison Stanbridge
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262164
- Location
- Dulwich SA 5065
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 9 June 2021
- First provided advice
- 2018
- Qualifications
- Certificate in Applied Tax, Taxation Institute of Australia (2010); Bachelor of Accounting, University of South Australia (2011); Chartered Accountant (CA), Chartered Accountants Australia and New Zealand (CA ANZ) (2014); Diploma of Financial Planning, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Self-Managed Superannuation Funds, Kaplan Professional (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Accredited Aged Care Professional, Aged Care Steps (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide personal advice in Margin Lending Facility.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Stanbridge
Alison Stanbridge is a financial adviser in Dulwich, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001262164.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 9 June 2021.
The register records 2018 as the year Alison first provided financial advice. The qualifications listed for Alison include Certificate in Applied Tax (Taxation Institute of Australia, 2010), Bachelor of Accounting (University of South Australia, 2011) and Chartered Accountant (CA) (Chartered Accountants Australia and New Zealand (CA ANZ), 2014). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide personal advice in Margin Lending Facility.”
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Questions people ask
Is Alison Stanbridge a registered financial adviser?
Yes. Alison Stanbridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262164.
Which licensee does Alison Stanbridge work under?
Count Financial Limited, Australian financial services licence 227232.
What can Alison Stanbridge 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; retirement savings accounts. It also records this restriction: "Not authorised to provide personal advice in Margin Lending Facility."