Financial Adviser
· SYDNEY, NSW
Amy Reed
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260815
Amy Reed is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Amy is currently authorised under Firstunity Financial Services Pty Limited. Amy 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 Financial Planning from KAPLAN. Amy 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
2014
Diploma of Financial Planning(FNS50611)
Kaplan
2016
Advanced Diploma of Financial Planning (FNS60410)
Kaplan
2018
ALPA
Kaplan
2018
SMSF
Kaplan
2018
Tier 1
Personal Advice - - Kaplan
2024
Master of Financial Planning
KAPLAN
Registration History
Source: ASIC Financial Advisers Register