Financial Adviser
· MELBOURNE, VIC
Wesley Gervais Folkard
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000400614
Wesley Gervais Folkard is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Wesley is currently authorised under Asvw Financial Services Pty Ltd. Wesley 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 Business (Financial Risk Management) from Victoria University.
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
2010
Bachelor Business (Financial Risk Management)
Victoria University
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional