Gloria Mina
Financial Adviser in Williams Landing, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000108
- Location
- Williams Landing VIC 3027
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 26 November 2018
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Accounting), RMIT University (2006); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2011); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2012); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Gloria Mina
On the Financial Advisers Register kept by ASIC, Gloria Mina appears as a current financial adviser in Williams Landing, Victoria, adviser number 001000108.
The licensee Gloria advises under is Synchron Advice Pty Ltd (AFS licence 243313). The current authorisation started on 26 November 2018.
The register records 2007 as the year Gloria first provided financial advice. The qualifications listed for Gloria include Bachelor of Business (Accounting) (RMIT University, 2006), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2011) and Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2011). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
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 Gloria Mina a registered financial adviser?
Yes. Gloria Mina is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000108.
Which licensee does Gloria Mina work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Gloria Mina 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.