Financial Adviser
· MELBOURNE, VIC
Ryan Wadsworth
No disciplinary history on record with ASIC
MELBOURNE,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233468
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Synchron Advice
About Ryan Wadsworth
Ryan Wadsworth is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Ryan works at Uplift Financial, which is licensed through Synchron Advice. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia. Ryan 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business
Swinburne University of Technology
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Certified Financial Planner (CFP)
Financial Advice Association Australia
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor education
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
Can advise on Superannuation except for Self-Managed Superannuation Funds.This Authority permits the person to provide the financial services specified under the direct supervision of a personal client adviser (PCA), or in the case of written advice, where it has been checked and countersigned by a PCA before issue.
Source: ASIC Financial Advisers Register