Amy Elizabeth Ryan
Financial Adviser in Tawonga South, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287476
- Location
- Tawonga South VIC 3698
- Licensee
- Investwest Pty. Ltd. (AFSL 246568)
- Authorised since
- 3 September 2011
- First provided advice
- 2005
- Qualifications
- Financial Planning, Deakin University (2004); RG146 SMSFs, Financial Education Professionals (2016); Financial Services (Financial Planning), Kaplan (2017); Insurance Advice, Kaplan (2019); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Restriction
- Can also provide advice on Salary Packaging
- Tax (financial) advice
- Yes
- Register status
- Current
About Amy Elizabeth Ryan
On the Financial Advisers Register kept by ASIC, Amy Elizabeth Ryan appears as a current financial adviser in Tawonga South, Victoria, adviser number 000287476.
Amy provides advice as an authorised representative of Investwest Pty. Ltd., which holds Australian financial services licence 246568. The current authorisation started on 3 September 2011.
The register records 2005 as the year Amy first provided financial advice. The qualifications listed for Amy include Financial Planning (Deakin University, 2004), RG146 SMSFs (Financial Education Professionals, 2016) and Financial Services (Financial Planning) (Kaplan, 2017). Amy is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Can also provide advice on Salary Packaging.”
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Questions people ask
Is Amy Elizabeth Ryan a registered financial adviser?
Yes. Amy Elizabeth Ryan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287476.
Which licensee does Amy Elizabeth Ryan work under?
Investwest Pty. Ltd., Australian financial services licence 246568.
What can Amy Elizabeth Ryan 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. It also records this restriction: "Can also provide advice on Salary Packaging."