Financial Adviser · MONA VALE, NSW

Edward Revis

19 Years experience
Tax advice
authorised
Currently at
Mona Vale, NSW
ASIC Registered · ADV 000320791

Edward Revis is a financial adviser based in Mona Vale, New South Wales, with 19 years of experience in the financial services industry. Edward is currently authorised under Fd AFSL Pty Ltd. Edward 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 Bachelor of Arts (French, Spanish and Business Studies) from University of Wales (UK). Edward is a member of Financial Advice Association of Australia (FAAA).

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

1994
Bachelor of Arts (French, Spanish and Business Studies)
University of Wales (UK)
2006
Diploma of Financial Planning
Tribeca Learning
2010
Advanced Diploma of Financial Planning
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education

Registration History

Jul 2019 - Present Current
Apr 2010 - Jun 2019 Ceased
Dec 2007 - May 2010 Ceased

Source: ASIC Financial Advisers Register