Renae Vercoe
Financial Adviser in Clifton Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267532
- Location
- Clifton Hill VIC 3068
- Licensee
- Integrity Financial Planners Pty. Ltd. (AFSL 225051)
- Authorised since
- 8 May 2023
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Deakin University (2003); Certified Financial Planner (CFP), Financial Planning Association of Australia (2008); Self Managed Superannuation Funds, Kaplan Professional (2010)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Renae Vercoe
On the Financial Advisers Register kept by ASIC, Renae Vercoe appears as a current financial adviser in Clifton Hill, Victoria, adviser number 001267532.
Advice is given under the Australian financial services licence of Integrity Financial Planners Pty. Ltd., licence number 225051. That authorisation dates from 8 May 2023.
The register records 2006 as the year Renae first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2003), Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2008) and Self Managed Superannuation Funds (Kaplan Professional, 2010).
The authorisation covers advice 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.
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Questions people ask
Is Renae Vercoe a registered financial adviser?
Yes. Renae Vercoe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267532.
Which licensee does Renae Vercoe work under?
Integrity Financial Planners Pty. Ltd., Australian financial services licence 225051.
What can Renae Vercoe 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.