Financial Adviser
· MALVERN, VIC
Reuben Yechiel Zelwer
No disciplinary history on record with ASIC
MALVERN,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000223804
About Reuben Yechiel Zelwer
Reuben Yechiel Zelwer is a financial adviser based in Malvern, Victoria, with 25 years of experience in the financial services industry since 2001. Reuben is currently authorised under Paragem. Reuben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Reuben's qualifications include a Bachelor of Accounting from Monash University. Reuben 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Accounting
Monash University
2001
Graduate Diploma in Financial Planning
Securities Institute
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
SMSF Adviser Education Program
Financial Essentials
2011
SMSF Specialist Advisor
SMSF Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register