Alistair David Mettam
Financial Adviser in St Leonards, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438695
- Location
- St Leonards NSW 2065
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 28 October 2016
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, Macquarie University (2008); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Margin Lending, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2014); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Certified Financial Planner, Financial Advice Association of Australia (FAAA) (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alistair David Mettam
On the Financial Advisers Register kept by ASIC, Alistair David Mettam appears as a current financial adviser in St Leonards, New South Wales, adviser number 000438695.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 28 October 2016.
The register records 2010 as the year Alistair first provided financial advice. The qualifications listed for Alistair include Bachelor of Commerce (Macquarie University, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Alistair is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Alistair David Mettam a registered financial adviser?
Yes. Alistair David Mettam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438695.
Which licensee does Alistair David Mettam work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Alistair David Mettam give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."