Financial Adviser
· PAGEWOOD, NSW
Warren Michael Loudon
No disciplinary history on record with ASIC
PAGEWOOD,
NSW
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000444155
Warren Michael Loudon is a financial adviser based in Pagewood, New South Wales, with 13 years of experience in the financial services industry since 2013. Warren is currently authorised under Oreana Financial Services. Warren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Warren's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Warren is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2015
SMSF
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register