Warren Olivier
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006171
- Location
- South Yarra VIC 3141
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 3 October 2024
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Pretoria (1996); Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); Commercial Law, Kaplan Higher Education Pty Limited (2023); Tax for Financial Advising, Kaplan Higher Education Pty Limited (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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Warren Olivier
Warren Olivier is a financial adviser in South Yarra, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001006171.
The licensee Warren advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 3 October 2024.
According to the register, Warren first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (University of Pretoria, 1996), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Warren Olivier a registered financial adviser?
Yes. Warren Olivier is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006171.
Which licensee does Warren Olivier work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Warren Olivier 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."