Ursula Boorman
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279542
- Location
- Port Macquarie NSW 2444
- Licensee
- Direct Advisers Pty Ltd. (AFSL 236855)
- Authorised since
- 23 August 2004
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, University of New England (1994); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003); Certified Financial Planning, Financial Planning Association of Australia Limited (2007); SMSF Specialist Advisor, SPAA (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Ursula Boorman
On the Financial Advisers Register kept by ASIC, Ursula Boorman appears as a current financial adviser in Port Macquarie, New South Wales, adviser number 000279542.
Advice is given under the Australian financial services licence of Direct Advisers Pty Ltd., licence number 236855. The current authorisation started on 23 August 2004.
According to the register, Ursula first provided financial advice in 1999. The qualifications listed for Ursula include Bachelor of Economics (University of New England, 1994), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003) and Certified Financial Planning (Financial Planning Association of Australia Limited, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Ursula is authorised to advise 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 Ursula Boorman a registered financial adviser?
Yes. Ursula Boorman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279542.
Which licensee does Ursula Boorman work under?
Direct Advisers Pty Ltd., Australian financial services licence 236855.
What can Ursula Boorman 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.