Serena West
Financial Adviser in Perth, Western Australia, Australia
Review Serena West
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 number000308940
- Location
- Perth WA 6000
- Licensee
- MBS Advice Licence Pty Ltd (AFSL 536983)
- Authorised since
- 22 August 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics, University of Western Australia (2001); Advanced Diploma of Financial Services, 360 GWM (2004); Life Risk Specialist, Financial Planning Association (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance
- Tax (financial) advice
- Yes
- Register status
- Current
About Serena West
Serena West is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000308940).
Serena provides advice as an authorised representative of MBS Advice Licence Pty Ltd, which holds Australian financial services licence 536983. The current authorisation started on 22 August 2022.
According to the register, Serena first provided financial advice in 2006. The qualifications listed for Serena include Bachelor of Economics (University of Western Australia, 2001), Advanced Diploma of Financial Services (360 GWM, 2004) and Life Risk Specialist (Financial Planning Association, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Serena West here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Serena West a registered financial adviser?
Yes. Serena West is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308940.
Which licensee does Serena West work under?
MBS Advice Licence Pty Ltd, Australian financial services licence 536983.
What can Serena West give advice on?
The register lists these advice areas: superannuation; life risk insurance.