ANDREW GAVIN WEM
Financial Adviser · St Leonards, NSW
📚 Qualifications & Training
2000 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2010 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - New South Wales Technical and Further Education Commission (TAFE NSW)
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.