Umair Javed
Financial Adviser in Rockbank, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000467512
- Location
- Rockbank VIC 3335
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 3 February 2025
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services, Integrity Education Group (2013); Bachelor of Commerce (Accounting), Swinburne University of Technology (2016); Advanced Diploma of Financial Planning, Integrity Education Group (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2023)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Umair Javed
Umair Javed is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rockbank, Victoria (adviser number 000467512).
Advice is given under the Australian financial services licence of Shartru Wealth Management Pty Ltd, licence number 422409. That authorisation dates from 3 February 2025.
According to the register, Umair first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Services (Integrity Education Group, 2013), Bachelor of Commerce (Accounting) (Swinburne University of Technology, 2016) and Advanced Diploma of Financial Planning (Integrity Education Group, 2018).
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 Umair Javed a registered financial adviser?
Yes. Umair Javed is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467512.
Which licensee does Umair Javed work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Umair Javed 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; derivatives.