Melissa Gilbert
Financial Adviser in Crows Nest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242208
- Location
- Crows Nest NSW 2065
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 29 June 2012
- First provided advice
- 1998
- Qualifications
- Bachelor of Arts in Office Management, University of Canberra (1990); Certificate in Financial Markets, Securities Institute Australia (SIA) (1998); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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 Gilbert
Melissa Gilbert is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Crows Nest, New South Wales (adviser number 000242208).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 29 June 2012.
The register records 1998 as the year Melissa first provided financial advice. Qualifications and training on file include Bachelor of Arts in Office Management (University of Canberra, 1990), Certificate in Financial Markets (Securities Institute Australia (SIA), 1998) and 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “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 Gilbert a registered financial adviser?
Yes. Melissa Gilbert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242208.
Which licensee does Melissa Gilbert work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Melissa Gilbert 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."