Qasim Syed
Financial Adviser in South Morang, Victoria, Australia
Review Qasim Syed
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 number001004019
- Location
- South Morang VIC 3752
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 December 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Arts (Economics), University of Kentucky (1999); Diploma of Financial Services (Financial Planning), Mentor Eduacation (2005); Advanced Diploma of Financial Planning, Mentor Education (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Qasim Syed
Qasim Syed is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Morang, Victoria (adviser number 001004019).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 20 December 2021.
According to the register, Qasim first provided financial advice in 1999. The qualifications listed for Qasim include Bachelor of Arts (Economics) (University of Kentucky, 1999), Diploma of Financial Services (Financial Planning) (Mentor Eduacation, 2005) and Advanced Diploma of Financial Planning (Mentor Education, 2017). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Qasim Syed here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Qasim Syed a registered financial adviser?
Yes. Qasim Syed is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004019.
Which licensee does Qasim Syed work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Qasim Syed 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.