Elizabeth Maree Trotter
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312707
- Location
- Norwood SA 5067
- Licensee
- Planet Money Pty Ltd (AFSL 518850)
- Authorised since
- 1 July 2020
- First provided advice
- 2007
- Qualifications
- Taxation Planning, Kaplan Professional (2011); Diploma of Financial Services, Pinnacle Financial Services Academy (2012); Diploma of Counselling (Financial), National Education Academy Pty Ltd (2014); Advanced Diploma of Financial Planning, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Maree Trotter
Elizabeth Maree Trotter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwood, South Australia (adviser number 000312707).
The licensee Elizabeth advises under is Planet Money Pty Ltd (AFS licence 518850). That authorisation dates from 1 July 2020.
The register records 2007 as the year Elizabeth first provided financial advice. The qualifications listed for Elizabeth include Taxation Planning (Kaplan Professional, 2011), Diploma of Financial Services (Pinnacle Financial Services Academy, 2012) and Diploma of Counselling (Financial) (National Education Academy Pty Ltd, 2014). Elizabeth is recorded as a member of Financial Advice Association of Australia (FAAA).
Elizabeth is authorised to advise 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.
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Questions people ask
Is Elizabeth Maree Trotter a registered financial adviser?
Yes. Elizabeth Maree Trotter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312707.
Which licensee does Elizabeth Maree Trotter work under?
Planet Money Pty Ltd, Australian financial services licence 518850.
What can Elizabeth Maree Trotter 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.