Financial Adviser
· CASTLE HILL, NSW
Asad Ahmad
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233307
Asad Ahmad is a financial adviser based in Castle Hill, New South Wales, with 11 years of experience in the financial services industry. Asad is currently authorised under Pgw Financial Services Pty Ltd. Asad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Arts in Marketing with Management from Middlesex University London.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Master of Arts in Marketing with Management
Middlesex University London
2014
Diploma of Financial Planning
Mentor Education
2014
Margin Lending Accreditation Program
Deakin Prime Corporate Education
2015
Advanced Diploma of Financial Planning
Mentor Education
2015
Self Managed Superannuation Funds
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
A.C.N. 133 593 012 PTY LTD
Source: ASIC Financial Advisers Register