Financial Adviser · ADELAIDE, SA

Jawad Ahmad

20 Years experience

Tax advice
authorised

Currently at

Dulwich, SA

View firm profile

ASIC Registered · ADV 000307873

Jawad Ahmad is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Jawad is currently authorised under Thornton Group (Australia) Pty Limited. Jawad 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 from University of Adelaide. Jawad is a member of CFP - Certified Financial Planner (FPA) and 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 Margin Lending

Restrictions: Representative is not authorised to advise on the following services currently available under the TG licence: 1) Managed investment schemes limited to MDA services. - 2) Derivatives limited to old law securities options contracts and warrants.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Finance

University of Adelaide

2006

Diploma of Financial Services (Financial Planning) (FNS50804)

Tribeca (Aust) Pty Limited

2007

Graduate Diploma in Global Wealth Management

University of Adelaide

2013

Self Managed Superannuation Funds

Kaplan Professional Education

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Australia

Registration History

Thornton Group (Australia) Pty Limited

May 2017 - Present Current

Representative is not authorised to advise on the following services currently available under the TG licence: 1) Managed investment schemes limited to MDA services. - 2) Derivatives limited to old law securities options contracts and warrants.

Morgan Stanley Wealth Management Australia Pty Ltd

Aug 2010 - Apr 2017 Ceased

Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register