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- Fiona Olmedo
Fiona Olmedo
- Name
- Fiona Olmedo
- ID
- 1234535
- ABN
- –
- First Provided Advice
- 2011
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2006 - Advanced Diploma of Financial Planning - - Tribeca Learning
- 2015 - Margin Lending - Knowledge and Skills - Other - Kaplan
- 2015 - Self Managed Superannuation Funds - Other - Kaplan
- 2018 - Graduate Certificate in Financial Planning - - UNSW
- 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
- 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Madison Financial Group Pty Ltd (#246679)
- Commenced
- Aug. 15, 2019
- Ceased
- Nov. 24, 2023
- Status
- Current
- Licence Holder
- Gps Wealth ltd (#254544)
- Commenced
- Jan. 15, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Feb. 1, 2011
- Ceased
- Feb. 1, 2012
- Status
- Ceased
- Licence Holder
- Anne Street Partners Financial Services Pty Ltd (#258853)
- Commenced
- Aug. 17, 2015
- Ceased
- Nov. 26, 2018
- Status
- Ceased
- Licence Holder
- BT Funds Management Limited (#233724)
- Commenced
- Oct. 1, 2012
- Ceased
- Aug. 14, 2015
- Status
- Ceased
- Licence Holder
- Havana Financial Services Pty Ltd (#500435)
- Commenced
- Dec. 6, 2018
- Ceased
- Aug. 14, 2019
- Status
- Ceased
- Licence Holder
- Hillross Financial Services Limited (#232705)
- Commenced
- Feb. 1, 2012
- Ceased
- Aug. 1, 2012
- Status
- Ceased
- Licence Holder
- Macquarie Bank Limited (#237502)
- Commenced
- Feb. 1, 2010
- Ceased
- Feb. 1, 2011