Amy Reed
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260815
- Location
- Sydney NSW 2000
- Licensee
- Firstunity Financial Services Pty Limited (AFSL 513101)
- Authorised since
- 13 August 2019
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning(FNS50611), Kaplan (2014); Advanced Diploma of Financial Planning (FNS60410), Kaplan (2016); ALPA, Kaplan (2018); SMSF, Kaplan (2018); Tier 1, Kaplan (2018); Master of Financial Planning, KAPLAN (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Amy Reed
On the Financial Advisers Register kept by ASIC, Amy Reed appears as a current financial adviser in Sydney, New South Wales, adviser number 001260815.
The licensee Amy advises under is Firstunity Financial Services Pty Limited (AFS licence 513101). That authorisation dates from 13 August 2019.
The register records 2017 as the year Amy first provided financial advice. The qualifications listed for Amy include Diploma of Financial Planning(FNS50611) (Kaplan, 2014), Advanced Diploma of Financial Planning (FNS60410) (Kaplan, 2016) and ALPA (Kaplan, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Amy Reed a registered financial adviser?
Yes. Amy Reed is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260815.
Which licensee does Amy Reed work under?
Firstunity Financial Services Pty Limited, Australian financial services licence 513101.
What can Amy Reed 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.