Serena Robyn Palmer
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000422609
- Location
- Mornington VIC 3931
- Licensee
- Peninsula Wealth & Financial Services Pty Ltd (AFSL 537043)
- Authorised since
- 28 February 2023
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2008); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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 Serena Robyn Palmer
Serena Robyn Palmer is a financial adviser in Mornington, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000422609.
Serena provides advice as an authorised representative of Peninsula Wealth & Financial Services Pty Ltd, which holds Australian financial services licence 537043. That authorisation dates from 28 February 2023.
The register records 2012 as the year Serena first provided financial advice. The qualifications listed for Serena include Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2008), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2013) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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 Serena Robyn Palmer a registered financial adviser?
Yes. Serena Robyn Palmer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000422609.
Which licensee does Serena Robyn Palmer work under?
Peninsula Wealth & Financial Services Pty Ltd, Australian financial services licence 537043.
What can Serena Robyn Palmer 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.