Ann Elizabeth Mitchell
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312702
- Location
- Albury NSW 2640
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 27 April 2007
- First provided advice
- 2008
- Qualifications
- Bachelor of Economics, University of Sydney (1999); Diploma of Financial Services (Financial Planning) FNS50804, Tribeca Learning (Aust) Pty Ltd (2005); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2009); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Ann Elizabeth Mitchell
Ann Elizabeth Mitchell is a financial adviser in Albury, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000312702.
Advice is given under the Australian financial services licence of Bridges Financial Services Pty Limited, licence number 240837. The current authorisation started on 27 April 2007.
According to the register, Ann first provided financial advice in 2008. Qualifications and training on file include Bachelor of Economics (University of Sydney, 1999), Diploma of Financial Services (Financial Planning) FNS50804 (Tribeca Learning (Aust) Pty Ltd, 2005) and FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008). Ann 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.
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Questions people ask
Is Ann Elizabeth Mitchell a registered financial adviser?
Yes. Ann Elizabeth Mitchell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312702.
Which licensee does Ann Elizabeth Mitchell work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Ann Elizabeth Mitchell 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.