Calvin Say Ming Nee
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238048
- Location
- South Yarra VIC 3141
- Licensee
- Australian Private Wealth Pty Ltd (AFSL 405814)
- Authorised since
- 17 December 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Business, RMIT (2011); Graduate Diploma of Applied Finance, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Calvin Say Ming Nee
Calvin Say Ming Nee is a financial adviser in South Yarra, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001238048.
Calvin provides advice as an authorised representative of Australian Private Wealth Pty Ltd, which holds Australian financial services licence 405814. That authorisation dates from 17 December 2015.
The register records 2015 as the year Calvin first provided financial advice. The qualifications listed for Calvin include Bachelor of Business (RMIT, 2011), Graduate Diploma of Applied Finance (Kaplan Professional, 2013) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2025). Calvin is recorded as a member of Financial Advice Association of Australia (FAAA).
Calvin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Calvin Say Ming Nee a registered financial adviser?
Yes. Calvin Say Ming Nee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238048.
Which licensee does Calvin Say Ming Nee work under?
Australian Private Wealth Pty Ltd, Australian financial services licence 405814.
What can Calvin Say Ming Nee give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.