SAYYED AKHTAR

Financial Adviser · Sydney, NSW

Registered

Registration Number

001006114

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1999

Registration Date

01/07/2019

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

📚 Qualifications & Training

1994 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Newcastle Upon Tyne (England)
2004 - Foundation DFP - Diploma (AQF 5) - FPA Australia
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2007 - Self Managed Superannuation Funds Program - Other - Tribeca Learning
2010 - ASX Accreditated Listed Products Adviser Program - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2017 - Fellow Chartered Financial Practitioner (FChFP) Program - Professional Designations - Association of Financial Advisers (now FAAA)
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education

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.