Financial Adviser
· SYDNEY, NSW
Rhys John Foan
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004340
Rhys John Foan is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Rhys is currently authorised under Alteris Financial Group Pty Ltd. Rhys 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 Finance (Business Finance) from University of Newcastle. Rhys 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
2010
Bachelor of Finance (Business Finance)
University of Newcastle
2014
Diploma of Financial Planning FNS50610
Kaplan Australia
2018
RG146 Margin Lending
Integrity Education Group
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services arerestricted toLimitedAuthority toOperate services.One off licenseeapproval isrequired for allproducts whichare either not onthe approvedproduct list orDerivatives.
Source: ASIC Financial Advisers Register