Penelope Anne Dalmeyer
Financial Adviser in Bungalow, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333737
- Location
- Bungalow QLD 4870
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 10 March 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Health Science (Environmental Health), Queensland University of Technology (2001); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds Course, Kaplan Professional (2012); Accredited Listed Product Adviser, Kaplan Professional (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Penelope Anne Dalmeyer
On the Financial Advisers Register kept by ASIC, Penelope Anne Dalmeyer appears as a current financial adviser in Bungalow, Queensland, adviser number 000333737.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 10 March 2021.
According to the register, Penelope first provided financial advice in 2004. The qualifications listed for Penelope include Bachelor of Health Science (Environmental Health) (Queensland University of Technology, 2001), Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Penelope Anne Dalmeyer a registered financial adviser?
Yes. Penelope Anne Dalmeyer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333737.
Which licensee does Penelope Anne Dalmeyer work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Penelope Anne Dalmeyer 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; standard margin lending.