Ross Andrew Dwyer
Financial Adviser in Tuggerah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000413739
- Location
- Tuggerah NSW 2259
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 7 April 2020
- First provided advice
- 2011
- Qualifications
- Diploma Financial Advising, Securities Institute (2002); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2008); Self Managed Superannuation Funds, Kaplan Australia (2016)
- 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
- Restriction
- This adviser is not authorised to provide advice on margin lending or credit.
- Tax (financial) advice
- Yes
- Register status
- Current
About Ross Andrew Dwyer
On the Financial Advisers Register kept by ASIC, Ross Andrew Dwyer appears as a current financial adviser in Tuggerah, New South Wales, adviser number 000413739.
Advice is given under the Australian financial services licence of Fiducian Financial Services Pty Ltd, licence number 231103. The current authorisation started on 7 April 2020.
The register records 2011 as the year Ross first provided financial advice. Qualifications and training on file include Diploma Financial Advising (Securities Institute, 2002), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2008) and Self Managed Superannuation Funds (Kaplan Australia, 2016). Ross 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This adviser is not authorised to provide advice on margin lending or credit.”
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Questions people ask
Is Ross Andrew Dwyer a registered financial adviser?
Yes. Ross Andrew Dwyer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000413739.
Which licensee does Ross Andrew Dwyer work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Ross Andrew Dwyer 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. It also records this restriction: "This adviser is not authorised to provide advice on margin lending or credit."