Debra Polkinghorne
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001527
- Location
- Shepparton VIC 3630
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 27 June 2022
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan (2020); Self Managed Superannuation Funds, Kaplan (2023)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Debra Polkinghorne
Debra Polkinghorne is a financial adviser in Shepparton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001527.
The licensee Debra advises under is Millennium 3 Financial Services Pty Ltd (AFS licence 244252). That authorisation dates from 27 June 2022.
The register records 2007 as the year Debra first provided financial advice. The qualifications listed for Debra include Diploma of Financial Services (Financial Planning) (Kaplan, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012) and Ethics and Professionalism in Financial Advice (Kaplan, 2020).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Debra Polkinghorne a registered financial adviser?
Yes. Debra Polkinghorne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001527.
Which licensee does Debra Polkinghorne work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Debra Polkinghorne give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.