Mary-Louise Serrao
Financial Adviser in Macquarie Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406160
- Location
- Macquarie Park NSW 2113
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 4 December 2021
- First provided advice
- 1998
- Qualifications
- Bachelor of Education (Secondary) (Mathematics), University of Sydney (1991); Diploma of Financial Planning (8 units), Financial Planning Association of Australia (2001); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Accredited Aged Care Professional Program, Aged Care Steps (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2020)
- Memberships
- Certified Financial Planner (CFP) of 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
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Mary-Louise Serrao
On the Financial Advisers Register kept by ASIC, Mary-Louise Serrao appears as a current financial adviser in Macquarie Park, New South Wales, adviser number 000406160.
Mary-Louise provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 4 December 2021.
The register records 1998 as the year Mary-Louise first provided financial advice. The qualifications listed for Mary-Louise include Bachelor of Education (Secondary) (Mathematics) (University of Sydney, 1991), Diploma of Financial Planning (8 units) (Financial Planning Association of Australia, 2001) and Margin Lending and Geared Investments Course (Kaplan Professional, 2010). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Mary-Louise 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.
The register adds a condition to this authorisation: “Excludes SMSF.”
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Questions people ask
Is Mary-Louise Serrao a registered financial adviser?
Yes. Mary-Louise Serrao is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406160.
Which licensee does Mary-Louise Serrao work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Mary-Louise Serrao 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. It also records this restriction: "Excludes SMSF."