Andrew Gavin Wem
Financial Adviser in St Leonards, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249486
- Location
- St Leonards NSW 2065
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1999
- Qualifications
- Master of Business Administration, Deakin University (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); Certificate IV Financial Services (Finance/Mortgage Broking), Traineeship Management Australia (TMA) (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2010); Diploma of Finance and Mortgage Broking Management, New South Wales Technical and Further Education Commission (TAFE NSW) (2012); Accredited Aged Care Professional, Aged Care Steps (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018)
- 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, 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 Andrew Gavin Wem
On the Financial Advisers Register kept by ASIC, Andrew Gavin Wem appears as a current financial adviser in St Leonards, New South Wales, adviser number 000249486.
Andrew provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 1 January 2004.
According to the register, Andrew first provided financial advice in 1999. Qualifications and training on file include Master of Business Administration (Deakin University, 2000), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and Certificate IV Financial Services (Finance/Mortgage Broking) (Traineeship Management Australia (TMA), 2009). 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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 Andrew Gavin Wem a registered financial adviser?
Yes. Andrew Gavin Wem is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249486.
Which licensee does Andrew Gavin Wem work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Andrew Gavin Wem 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."