Zoe Rebecca Midwinter
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003254
- Location
- Erina NSW 2250
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, The Australian National University (2001); Graduate Diploma of Applied Finance and Investment, Securities Institute (2004); Diploma of Financial Planning, Kaplan Professional Education (2014); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2015); Self Managed Superannuation Funds, Kaplan Professional Education (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2023); Margin Lending Specialist, Kaplan Professional (2026)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Zoe Rebecca Midwinter
On the Financial Advisers Register kept by ASIC, Zoe Rebecca Midwinter appears as a current financial adviser in Erina, New South Wales, adviser number 001003254.
The licensee Zoe advises under is Viridian Advisory Pty Ltd (AFS licence 476223). That authorisation dates from 1 July 2019.
According to the register, Zoe first provided financial advice in 2014. The qualifications listed for Zoe include Bachelor of Commerce (The Australian National University, 2001), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2004) and Diploma of Financial Planning (Kaplan Professional Education, 2014). Professional memberships recorded: 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 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 Zoe Rebecca Midwinter a registered financial adviser?
Yes. Zoe Rebecca Midwinter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003254.
Which licensee does Zoe Rebecca Midwinter work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Zoe Rebecca Midwinter 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.