Asad Ahmad
Financial Adviser in Castle Hill, New South Wales, Australia
Review Asad Ahmad
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001233307
- Location
- Castle Hill NSW 2154
- Licensee
- PGW Financial Services Pty Ltd (AFSL 384713)
- Authorised since
- 28 November 2024
- First provided advice
- 2015
- Qualifications
- Master of Arts in Marketing with Management, Middlesex University London (2006); Diploma of Financial Planning, Mentor Education (2014); Margin Lending Accreditation Program, Deakin Prime Corporate Education (2014); Advanced Diploma of Financial Planning, Mentor Education (2015); Self Managed Superannuation Funds, Mentor Education (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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 Asad Ahmad
Asad Ahmad is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Castle Hill, New South Wales (adviser number 001233307).
The licensee Asad advises under is PGW Financial Services Pty Ltd (AFS licence 384713). That authorisation dates from 28 November 2024.
The register records 2015 as the year Asad first provided financial advice. Qualifications and training on file include Master of Arts in Marketing with Management (Middlesex University London, 2006), Diploma of Financial Planning (Mentor Education, 2014) and Margin Lending Accreditation Program (Deakin Prime Corporate Education, 2014).
Asad is authorised to advise 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.
Reviews
Nobody has reviewed Asad Ahmad here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Asad Ahmad a registered financial adviser?
Yes. Asad Ahmad is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233307.
Which licensee does Asad Ahmad work under?
PGW Financial Services Pty Ltd, Australian financial services licence 384713.
What can Asad Ahmad 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.