Data sourced from ASIC Financial Advisers Register
Financial Adviser · ST LEONARDS, NSW

Alistair David Mettam

ST LEONARDS, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000438695
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

About Alistair David Mettam

Alistair David Mettam is a financial adviser based in St Leonards, New South Wales, with 16 years of experience in the financial services industry since 2010. Alistair is currently authorised under Akumin Financial Planning. Alistair holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alistair's qualifications include a Certified Financial Planner from Financial Advice Association of Australia (FAAA). Alistair is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Commerce
Macquarie University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2014
Margin Lending
Kaplan Higher Education Pty Limited
2014
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
Certified Financial Planner
Financial Advice Association of Australia (FAAA)

Registration History

Akumin Financial Planning Pty Limited
Oct 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Commonwealth Financial Planning Limited
Jul 2016 - Sep 2016 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Akumin Financial Planning Pty Limited
May 2013 - Jul 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Jan 2009 - May 2013 Ceased

Source: ASIC Financial Advisers Register