Financial Adviser
· SOUTH MORANG, VIC
Qasim Syed
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004019
Qasim Syed is a financial adviser based in South Morang, Victoria, with 27 years of experience in the financial services industry. Qasim is currently authorised under Lifespan Financial Planning Pty Ltd. Qasim 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 Arts (Economics) from University of Kentucky. Qasim 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
1999
Bachelor of Arts (Economics)
University of Kentucky
2005
Diploma of Financial Services (Financial Planning)
Mentor Eduacation
2017
Advanced Diploma of Financial Planning
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register