Mary Louise Favelle
Financial Adviser in Clifton Springs, Victoria, Australia
Review Mary Louise Favelle
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000287047
- Location
- Clifton Springs VIC 3222
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 19 November 2021
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce in Accounting, University of Canberra (1997); Graduate Diploma in Applied Finance and Investment, Securities Institute (2002); Master of Financial Planning, RMIT (2005); Self Managed Superannuation Funds, Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Tax Practitioners Board (TPB)
- 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 Mary Louise Favelle
On the Financial Advisers Register kept by ASIC, Mary Louise Favelle appears as a current financial adviser in Clifton Springs, Victoria, adviser number 000287047.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 19 November 2021.
The register records 1998 as the year Mary first provided financial advice. The qualifications listed for Mary include Bachelor of Commerce in Accounting (University of Canberra, 1997), Graduate Diploma in Applied Finance and Investment (Securities Institute, 2002) and Master of Financial Planning (RMIT, 2005). Professional memberships recorded: Tax Practitioners Board (TPB).
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.
Reviews
Nobody has reviewed Mary Louise Favelle here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mary Louise Favelle a registered financial adviser?
Yes. Mary Louise Favelle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287047.
Which licensee does Mary Louise Favelle work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Mary Louise Favelle 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.