Reuben Yechiel Zelwer
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000223804
- Location
- Malvern VIC 3144
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 1 April 2014
- First provided advice
- 2001
- Qualifications
- Bachelor of Accounting, Monash University (1996); Graduate Diploma in Financial Planning, Securities Institute (2001); Margin Lending and Geared Investments, Kaplan Professional (2010); SMSF Adviser Education Program, Financial Essentials (2011); SMSF Specialist Advisor, SMSF Association (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Reuben Yechiel Zelwer
Reuben Yechiel Zelwer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern, Victoria (adviser number 000223804).
Reuben provides advice as an authorised representative of Paragem Pty Limited, which holds Australian financial services licence 297276. The current authorisation started on 1 April 2014.
According to the register, Reuben first provided financial advice in 2001. The qualifications listed for Reuben include Bachelor of Accounting (Monash University, 1996), Graduate Diploma in Financial Planning (Securities Institute, 2001) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Reuben is recorded as a member of 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Reuben Yechiel Zelwer a registered financial adviser?
Yes. Reuben Yechiel Zelwer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000223804.
Which licensee does Reuben Yechiel Zelwer work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Reuben Yechiel Zelwer 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.