Amanda Lee Oversby
Financial Adviser in Hillarys, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001251550
- Location
- Hillarys WA 6025
- Licensee
- WP Wealth Professionals Pty Ltd (AFSL 537458)
- Authorised since
- 1 June 2022
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Graduate Certificate in Financial Planning, Kaplan Professional (2016); Graduate Diploma in Financial Planning, Kaplan Professional (2018); Master of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Amanda Lee Oversby
On the Financial Advisers Register kept by ASIC, Amanda Lee Oversby appears as a current financial adviser in Hillarys, Western Australia, adviser number 001251550.
The licensee Amanda advises under is WP Wealth Professionals Pty Ltd (AFS licence 537458). That authorisation dates from 1 June 2022.
The register records 2017 as the year Amanda first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Graduate Certificate in Financial Planning (Kaplan Professional, 2016) and Graduate Diploma in Financial Planning (Kaplan Professional, 2018). Amanda is recorded as a member of Financial Advice Association of Australia (FAAA).
Amanda is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Amanda Lee Oversby a registered financial adviser?
Yes. Amanda Lee Oversby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001251550.
Which licensee does Amanda Lee Oversby work under?
WP Wealth Professionals Pty Ltd, Australian financial services licence 537458.
What can Amanda Lee Oversby give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.