Emma Walsh
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328244
- Location
- Ballina NSW 2478
- Licensee
- Wealth Management Matters Pty Ltd (AFSL 491619)
- Authorised since
- 10 December 2018
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2007); Accredited Listed Product Adviser Program, Kaplan Professional (2019); Principles of Self Managed Superannuation Funds, International Institute of Technology (2019); Accredited Aged Care Professional, Aged Care Steps (2020); Graduate Diploma of Financial Planning, Kaplan (2022)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Emma Walsh
On the Financial Advisers Register kept by ASIC, Emma Walsh appears as a current financial adviser in Ballina, New South Wales, adviser number 000328244.
The licensee Emma advises under is Wealth Management Matters Pty Ltd (AFS licence 491619). That authorisation dates from 10 December 2018.
The register records 2008 as the year Emma first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2007), Accredited Listed Product Adviser Program (Kaplan Professional, 2019) and Principles of Self Managed Superannuation Funds (International Institute of Technology, 2019). Emma 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Emma Walsh a registered financial adviser?
Yes. Emma Walsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328244.
Which licensee does Emma Walsh work under?
Wealth Management Matters Pty Ltd, Australian financial services licence 491619.
What can Emma Walsh 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; standard margin lending.