Anita Isabell Massee
Financial Adviser in Bundaberg Central, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002903
- Location
- Bundaberg Central QLD 4670
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 9 January 2024
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2013); Advanced Diploma of Financial Planning, Kaplan Professional Education (2017); Accredited Listed Product Adviser Program, Kaplan Professional Education (2024); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Anita Isabell Massee
On the Financial Advisers Register kept by ASIC, Anita Isabell Massee appears as a current financial adviser in Bundaberg Central, Queensland, adviser number 001002903.
Anita provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 9 January 2024.
The register records 2014 as the year Anita first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2013), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2017) and Accredited Listed Product Adviser Program (Kaplan Professional Education, 2024).
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.
A further restriction is recorded on the register: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Anita Isabell Massee a registered financial adviser?
Yes. Anita Isabell Massee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002903.
Which licensee does Anita Isabell Massee work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Anita Isabell Massee 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: "Superannuation: Not authorised to provide SMSF advice."