Elizabeth Mary Watson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003725
- Location
- Melbourne VIC 3000
- Licensee
- Koda Capital Pty Ltd (AFSL 452581)
- Authorised since
- 27 May 2024
- First provided advice
- 2013
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Certified Financial Planner, Financial Planning Association (2013); Client Engagement Skills, Kaplan Professional (2020); Economic and Legal Context for Financial Planning, Kaplan Professional (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Mary Watson
Elizabeth Mary Watson is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003725.
Elizabeth provides advice as an authorised representative of Koda Capital Pty Ltd, which holds Australian financial services licence 452581. That authorisation dates from 27 May 2024.
The register records 2013 as the year Elizabeth first provided financial advice. The qualifications listed for Elizabeth include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Certified Financial Planner (Financial Planning Association, 2013) and Client Engagement Skills (Kaplan Professional, 2020). Elizabeth 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 deposit and payment products, 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 Elizabeth Mary Watson a registered financial adviser?
Yes. Elizabeth Mary Watson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003725.
Which licensee does Elizabeth Mary Watson work under?
Koda Capital Pty Ltd, Australian financial services licence 452581.
What can Elizabeth Mary Watson 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.