Financial Adviser
· MELBOURNE, VIC
Oscar John Lloyd Howard
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003469
Oscar John Lloyd Howard is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Oscar is currently authorised under Ord Minnett Limited. Oscar holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Melbourne. Oscar is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
University of Melbourne
2008
Graduate Certificate in Financial Planning
FINSIA
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.
Source: ASIC Financial Advisers Register