Financial Adviser
· SYDNEY, NSW
Fernanda Havea
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004445
Fernanda Havea is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Fernanda is currently authorised under Industry Fund Services Limited. Fernanda 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 Certified Financial Planner from Financial Planning Association 9FPA). Fernanda 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2017
Master of Applied Finance (Financial Planning)
Charles Sturt University
2018
Certified Financial Planner
Financial Planning Association 9FPA)
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register