Errol Umar
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000257663
- Location
- Sydney NSW 2000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 24 October 2022
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, Macquarie University (1998); Diploma of Financial Services (Financial Planning), IntegraTec Training (2003); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- 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
- Restriction
- excluding self-managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Errol Umar
On the Financial Advisers Register kept by ASIC, Errol Umar appears as a current financial adviser in Sydney, New South Wales, adviser number 000257663.
Advice is given under the Australian financial services licence of Industry Fund Services Limited, licence number 232514. That authorisation dates from 24 October 2022.
According to the register, Errol first provided financial advice in 1999. The qualifications listed for Errol include Bachelor of Economics (Macquarie University, 1998), Diploma of Financial Services (Financial Planning) (IntegraTec Training, 2003) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004). Errol is recorded as a member of Financial Advice Association of Australia (FAAA).
Errol is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “excluding self-managed super funds.”
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Questions people ask
Is Errol Umar a registered financial adviser?
Yes. Errol Umar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000257663.
Which licensee does Errol Umar work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Errol Umar 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. It also records this restriction: "excluding self-managed super funds."