Melissa Azzopardi
Financial Adviser in Ascot Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000407824
- Location
- Ascot Vale VIC 3032
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 6 July 2011
- First provided advice
- 2003
- Qualifications
- Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Melissa Azzopardi
Melissa Azzopardi is a financial adviser in Ascot Vale, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000407824.
Melissa provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 6 July 2011.
The register records 2003 as the year Melissa first provided financial advice. Qualifications and training on file include Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2007) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Melissa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Melissa Azzopardi a registered financial adviser?
Yes. Melissa Azzopardi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000407824.
Which licensee does Melissa Azzopardi work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Melissa Azzopardi 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."