Melissa Elizabeth Kaponay
Financial Adviser in Robina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243654
- Location
- Robina QLD 4226
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 29 June 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of International Hotel and Tourism Management, University of Queensland (2009); Diploma of Financial Planning (DFP1-3), Kaplan Professional (2015); Securities and Managed Investments Course (DFP4), Kaplan Professional (2016); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to give self managed superannuation fund advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Melissa Elizabeth Kaponay
Melissa Elizabeth Kaponay is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Robina, Queensland (adviser number 001243654).
Melissa provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 29 June 2016.
The register records 2016 as the year Melissa first provided financial advice. Qualifications and training on file include Bachelor of International Hotel and Tourism Management (University of Queensland, 2009), Diploma of Financial Planning (DFP1-3) (Kaplan Professional, 2015) and Securities and Managed Investments Course (DFP4) (Kaplan Professional, 2016). Melissa is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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: “Not authorised to give self managed superannuation fund advice.”
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Questions people ask
Is Melissa Elizabeth Kaponay a registered financial adviser?
Yes. Melissa Elizabeth Kaponay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243654.
Which licensee does Melissa Elizabeth Kaponay work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Melissa Elizabeth Kaponay give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to give self managed superannuation fund advice."