Data sourced from ASIC Financial Advisers Register
Financial Adviser · DONCASTER, VIC

Wassim Adel Ghattas

10 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001240880

Wassim Adel Ghattas is a financial adviser based in Doncaster, Victoria, with 10 years of experience in the financial services industry. Wassim is currently authorised under Charter Financial Planning Limited. Wassim 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 (Accounting) from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce (Accounting)
La Trobe University
2014
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
FPE016 Self Managed Super Funds
Kaplan Higher Education Pty Limited
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Apr 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register