Renee Zimmermann
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431326
- Location
- Adelaide SA 5000
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 16 December 2013
- First provided advice
- 2012
- Qualifications
- Bachelor of business (international business), University of South Australia (2002); Diploma of Financial Services (Financial Planning), Pinnacle (2009); Advanced diploma of financial services (financial planning), Pinnacle (2011); Certified Financial Planner, Financial Planning Association of Australia (2017); Ethics and professionalism in financial advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Renee Zimmermann
On the Financial Advisers Register kept by ASIC, Renee Zimmermann appears as a current financial adviser in Adelaide, South Australia, adviser number 000431326.
Advice is given under the Australian financial services licence of Unisuper Management Pty. Ltd., licence number 235907. That authorisation dates from 16 December 2013.
According to the register, Renee first provided financial advice in 2012. Qualifications and training on file include Bachelor of business (international business) (University of South Australia, 2002), Diploma of Financial Services (Financial Planning) (Pinnacle, 2009) and Advanced diploma of financial services (financial planning) (Pinnacle, 2011). Renee 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 deposit and payment products, 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 Renee Zimmermann a registered financial adviser?
Yes. Renee Zimmermann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431326.
Which licensee does Renee Zimmermann work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Renee Zimmermann 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.