Therese Margaret Pontifex
Financial Adviser in Chullora, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338379
- Location
- Chullora NSW 2190
- Licensee
- Mufg RETIRE360 Pty Limited (AFSL 258145)
- Authorised since
- 1 August 2023
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, FINSIA (2008); Margin Lending and Geared Investments, Kaplan (2010); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Therese Margaret Pontifex
Therese Margaret Pontifex is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chullora, New South Wales (adviser number 000338379).
Therese provides advice as an authorised representative of Mufg RETIRE360 Pty Limited, which holds Australian financial services licence 258145. The current authorisation started on 1 August 2023.
According to the register, Therese first provided financial advice in 2009. The qualifications listed for Therese include Diploma of Financial Services (Financial Planning) FNS50804 (FINSIA, 2008), Margin Lending and Geared Investments (Kaplan, 2010) and FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012). Therese is recorded as a member of Financial Advice Association of Australia (FAAA).
Therese is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Therese Margaret Pontifex a registered financial adviser?
Yes. Therese Margaret Pontifex is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338379.
Which licensee does Therese Margaret Pontifex work under?
Mufg RETIRE360 Pty Limited, Australian financial services licence 258145.
What can Therese Margaret Pontifex 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.