Angela Louise Surch
Financial Adviser in Ridgewood, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327236
- Location
- Ridgewood QLD 4563
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 May 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Accounting & Financial Planning), Griffith University (2007); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2020); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Angela Louise Surch
Angela Louise Surch is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ridgewood, Queensland (adviser number 000327236).
The licensee Angela advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 11 May 2022.
The register records 2008 as the year Angela first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting & Financial Planning) (Griffith University, 2007), Margin Lending and Geared Investments Course (Kaplan Professional, 2011) and Accredited Listed Product Adviser Program (Kaplan Professional, 2020). Angela is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Angela Louise Surch a registered financial adviser?
Yes. Angela Louise Surch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327236.
Which licensee does Angela Louise Surch work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Angela Louise Surch give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."