Financial Adviser · SYDNEY, NSW

Sebastian Joseph Wolf

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269641

Sebastian Joseph Wolf is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Sebastian is currently authorised under Count Financial Limited. Sebastian 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 Business Administration from Macquarie University.

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

2013
Bachelor of Business Administration
Macquarie University
2016
Diploma of Financial Planning
Kaplan Professional
2019
DFP5v4 Tax for Financial Advising
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Introduction of Self Managed Superannuation Funds
Kaplan Professional

Registration History

Oct 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Jun 2021 - Oct 2023 Ceased
Not authorised in SMSF
Nov 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register