Financial Adviser · SYDNEY, NSW

Errol Umar

27 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000257663

Errol Umar is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Errol is currently authorised under Industry Fund Services Limited. Errol 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 Economics from Macquarie University. Errol 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

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Economics

Macquarie University

2003

Diploma of Financial Services (Financial Planning)

IntegraTec Training

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Industry Fund Services Limited

Oct 2022 - Present Current

excluding self-managed super funds

LGSS PTY LIMITED

Mar 2015 - Jun 2023 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

FUTUREPLUS FINANCIAL SERVICES PTY LIMITED

Feb 2004 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register