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

Andrew Gavin Wem

ST LEONARDS, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249486
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

About Andrew Gavin Wem

Andrew Gavin Wem is a financial adviser based in St Leonards, New South Wales, with 27 years of experience in the financial services industry since 1999. Andrew is currently authorised under Akumin Financial Planning. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Master of Business Administration from Deakin University. Andrew 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 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

2000
Master of Business Administration
Deakin University
2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Traineeship Management Australia (TMA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2010
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2012
Diploma of Finance and Mortgage Broking Management
New South Wales Technical and Further Education Commission (TAFE NSW)
2015
Accredited Aged Care Professional
Aged Care Steps
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register