Financial Adviser
· ROCKBANK, VIC
Umair Javed
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467512
Umair Javed is a financial adviser based in Rockbank, Victoria, with 12 years of experience in the financial services industry. Umair is currently authorised under Shartru Wealth Management Pty Ltd. Umair 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 of Commerce (Accounting) from Swinburne University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Services
Integrity Education Group
2016
Bachelor of Commerce (Accounting)
Swinburne University of Technology
2018
Advanced Diploma of Financial Planning
Integrity Education Group
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEXT GENERATION ADVICE PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register