Mary-Anne Leonie Inglis
Financial Adviser in Bridgetown, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249091
- Location
- Bridgetown WA 6255
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 31 December 2018
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, Murdoch University (1999); CPA Program, CPA Australia (2002); Registered Tax Agent, Tax Practitioners Board (2010); SMSF Strategies Specialist SMSF Adviser Training, Terra Cordis Pty Ltd (2011); Module 1 Financial Advice Foundation, CPA Australia (2016); Diploma of Financial Planning, International Institute of Technology (2018); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2025)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Mary-Anne Leonie Inglis
Mary-Anne Leonie Inglis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bridgetown, Western Australia (adviser number 001249091).
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. That authorisation dates from 31 December 2018.
According to the register, Mary-Anne first provided financial advice in 2016. The qualifications listed for Mary-Anne include Bachelor of Commerce (Murdoch University, 1999), CPA Program (CPA Australia, 2002) and Registered Tax Agent (Tax Practitioners Board, 2010). Mary-Anne is recorded as a member of CPA Australia (CPA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Mary-Anne Leonie Inglis a registered financial adviser?
Yes. Mary-Anne Leonie Inglis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249091.
Which licensee does Mary-Anne Leonie Inglis work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Mary-Anne Leonie Inglis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."