Financial Adviser
· SYDNEY, NSW
Elise Maree Sawyer
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323797
Elise Maree Sawyer is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Elise is currently authorised under Asvw Financial Services Pty Ltd. Elise 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 Applied Finance (Major Financial Planning) from Kaplan Professional.
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
2007
Bachelor of Commerce Applied Finance (Planning)
University of Wollongong
2010
Margin Lending and Geared Investments
Kaplan Professinal
2012
Master of Applied Finance (Major Financial Planning)
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professinal
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
OMNIWEALTH SERVICES PTY LIMITED
OMNIWEALTH SERVICES PTY LIMITED
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register