Evelyn Phyllis Ali
Financial Adviser in Essendon North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300197
- Location
- Essendon North VIC 3041
- Licensee
- Moneyplan Australia (M.P.) Pty. Ltd. (AFSL 229455)
- Authorised since
- 11 April 2006
- First provided advice
- 2006
- Qualifications
- Bachelor Business Accounting, Victoria University (1987); Diploma Financial Planning, FPA (2005); Certified Financial Planner, FPA (2008); 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Evelyn Phyllis Ali
On the Financial Advisers Register kept by ASIC, Evelyn Phyllis Ali appears as a current financial adviser in Essendon North, Victoria, adviser number 000300197.
Advice is given under the Australian financial services licence of Moneyplan Australia (M.P.) Pty. Ltd., licence number 229455. That authorisation dates from 11 April 2006.
According to the register, Evelyn first provided financial advice in 2006. The qualifications listed for Evelyn include Bachelor Business Accounting (Victoria University, 1987), Diploma Financial Planning (FPA, 2005) and Certified Financial Planner (FPA, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Evelyn is authorised to advise 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 Evelyn Phyllis Ali a registered financial adviser?
Yes. Evelyn Phyllis Ali is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300197.
Which licensee does Evelyn Phyllis Ali work under?
Moneyplan Australia (M.P.) Pty. Ltd., Australian financial services licence 229455.
What can Evelyn Phyllis Ali 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.