Financial Adviser
· BRIGHTON, VIC
Wesley Stuart Mann
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003695
Wesley Stuart Mann is a financial adviser based in Brighton, Victoria, with 17 years of experience in the financial services industry. Wesley is currently authorised under Partners Wealth Group Financial Advice Pty Ltd. Wesley 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 (Accounting) from Phillip Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business (Accounting)
Phillip Institute of Technology
2003
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2015
RG146 Tier 1 Margin Lending
Kaplan Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
GRANDVIEW (VIC) PTY LTD
Source: ASIC Financial Advisers Register