Financial Adviser · GLEN WAVERLEY, VIC

Abu Azad

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008473

Abu Azad is a financial adviser based in Glen Waverley, Victoria, with 19 years of experience in the financial services industry. Abu is currently authorised under Intellect Wealth Pty Ltd. Abu 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 Master of Business (Professional Accounting) from Victoria University of Technology.

Authorised to Advise On

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

Restrictions: Superannuation excluding financial product advice in relation to the establishment of a self-managed superannuation fund (as self -managed superannuation fund is defined in section 761A of the Corporations Act 2001 and which has the same meaning as in sections 17A and 17B of the Superannuation Industry (Supervision) Act 1993)).

Authorised to provide tax financial advice services

Qualifications and Training

2005
Master of Business (Professional Accounting)
Victoria University of Technology
2008
Diploma of Financial Services (Financial Planning)
Finsia

Registration History

Feb 2021 - Present Current
Superannuation excluding financial product advice in relation to the establishment of a self-managed superannuation fund (as self -managed superannuation fund is defined in section 761A of the Corporations Act 2001 and which has the same meaning as in sections 17A and 17B of the Superannuation Industry (Supervision) Act 1993)).
A.C.N. 603 037 510 PTY LTD
Jun 2019 - Jan 2021 Ceased
Advice on superannuation excludes self managed superannuation funds.
Feb 2012 - Jun 2019 Ceased
Not authorised to provide SMSF advice.
May 2007 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register