Wesley Gervais Folkard
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000400614
- Location
- Melbourne VIC 3004
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 5 December 2023
- First provided advice
- 2018
- Qualifications
- Bachelor Business (Financial Risk Management), Victoria University (2010); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Wesley Gervais Folkard
Wesley Gervais Folkard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000400614).
The licensee Wesley advises under is Asvw Financial Services Pty Ltd (AFS licence 446176). That authorisation dates from 5 December 2023.
According to the register, Wesley first provided financial advice in 2018. Qualifications and training on file include Bachelor Business (Financial Risk Management) (Victoria University, 2010) and Ethics & Professionalism in Financial Advice (Kaplan Professional, 2020).
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.
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Questions people ask
Is Wesley Gervais Folkard a registered financial adviser?
Yes. Wesley Gervais Folkard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000400614.
Which licensee does Wesley Gervais Folkard work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Wesley Gervais Folkard 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.