Gretchen Ann Scannell
Financial Adviser in Mile End, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000363
- Location
- Mile End SA 5031
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 2 August 2022
- First provided advice
- 2008
- Qualifications
- Diploma Financial Services (Financial Planning), Kaplan (2008); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2010); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation does not include SMSF's
- Tax (financial) advice
- Yes
- Register status
- Current
About Gretchen Ann Scannell
Gretchen Ann Scannell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mile End, South Australia (adviser number 001000363).
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. The current authorisation started on 2 August 2022.
The register records 2008 as the year Gretchen first provided financial advice. The qualifications listed for Gretchen include Diploma Financial Services (Financial Planning) (Kaplan, 2008), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2010) and Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor, 2019). Gretchen is recorded as a member of Financial Advice Association of Australia (FAAA).
Gretchen is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation does not include SMSF’s.”
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Questions people ask
Is Gretchen Ann Scannell a registered financial adviser?
Yes. Gretchen Ann Scannell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000363.
Which licensee does Gretchen Ann Scannell work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Gretchen Ann Scannell give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation does not include SMSF's."