Amy Kathleen Glanvill
Financial Adviser in Wagga Wagga, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312925
- Location
- Wagga Wagga NSW 2650
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 27 July 2018
- First provided advice
- 2006
- Qualifications
- Bachelor Of Business, Charles Sturt University (2001); Diploma Of Financial Services (Financial Planning), FINSIA (2007); SMSF Association Specialist Advisor Program, SMSF Association (2011); Accredited Listed Adviser Program, Kaplan Professional (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Amy Kathleen Glanvill
Amy Kathleen Glanvill is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wagga Wagga, New South Wales (adviser number 000312925).
The licensee Amy advises under is SGN Financial Pty Ltd (AFS licence 490523). The current authorisation started on 27 July 2018.
The register records 2006 as the year Amy first provided financial advice. The qualifications listed for Amy include Bachelor Of Business (Charles Sturt University, 2001), Diploma Of Financial Services (Financial Planning) (FINSIA, 2007) and SMSF Association Specialist Advisor Program (SMSF Association, 2011). Amy is recorded as a member of SMSF Association.
Amy 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 Amy Kathleen Glanvill a registered financial adviser?
Yes. Amy Kathleen Glanvill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312925.
Which licensee does Amy Kathleen Glanvill work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Amy Kathleen Glanvill 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; standard margin lending.