Financial Adviser · ADELAIDE, SA

Opel Van Leerdam

8 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001271721

Opel Van Leerdam is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry. Opel is currently authorised under Aware Financial Services Australia Limited. Opel 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 Commerce (Financial Planning & Commercial Law) from Deakin University. Opel 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: 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.

Authorised to provide tax financial advice services

Qualifications and Training

2015

MLC101 Business Law

Deakin University

2018

MLC301 Principles of Income Tax Law

Deakin University

2019

Bachelor of Commerce (Financial Planning & Commercial Law)

Deakin University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Aware Financial Services Australia Limited

Mar 2026 - Present Current

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.

Telstra Super Financial Planning Pty Ltd

Aug 2024 - Jan 2026 Ceased

Industry Fund Services Limited

May 2022 - Jul 2024 Ceased

Superannuation products (excluding Self Managed Superannuation Funds)

STATEWIDE SUPERANNUATION PTY LTD

Feb 2019 - Apr 2022 Ceased

Scope of Authority: LIMITED. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs); to retail or wholesale clients.

Industry Fund Services Limited

Dec 2018 - Jan 2019 Ceased

IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a)Retirement projections

Source: ASIC Financial Advisers Register