UMAIR JAVED

Financial Adviser ยท Bundall, QLD

Registered

Registration Number

000467512

Registration Status

Registered

Location

Bundall, QLD 4217

Providing Advice Since

2014

Registration Date

19/06/2023

Financial Services Licensee

NEXT GENERATION ADVICE PTY LTD

Licence #000302947

๐Ÿ“š Qualifications & Training

2013 - Diploma of Financial Services - Diploma (AQF 5) - Integrity Education Group
2016 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

โ„น๏ธ 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.