Tawera Maitai Waru
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000454654
- Location
- Perth WA 6000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 1 October 2024
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Finance), Edith Cowan University (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2014); Diploma of Financial Planning (DFP1-3), Kaplan Professional (2014); Securities and Managed Investments Program (DFP4), Kaplan Professional (2014); Self Managed Superannuation Funds Program, Kaplan Professional (2014); Tier 1 Margin Lending, Kaplan Professional (2014); Commercial Law Course (TASACLv1), Kaplan Professional (2017); Master of Financial Planning, Kaplan Higher Education (2018); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Tawera Maitai Waru
Tawera Maitai Waru is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000454654.
Tawera provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. That authorisation dates from 1 October 2024.
The register records 2014 as the year Tawera first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance) (Edith Cowan University, 2013), Accredited Listed Product Adviser Program (Kaplan Professional, 2014) and Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2014). 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 government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tawera Maitai Waru a registered financial adviser?
Yes. Tawera Maitai Waru is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000454654.
Which licensee does Tawera Maitai Waru work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Tawera Maitai Waru give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.