Warren Olivier is a financial adviser based in South Yarra, Victoria, with 19 years of experience in the financial services industry. Warren is currently authorised under Charter Financial Planning Limited. Warren 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 from University of Pretoria.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to provide tax financial advice services
Registration History
Oct 2024 - Present
Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
Oct 2023 - May 2024
Ceased
Securities - restriction to ASX200 only; Superannuation - excluding SMSF;
Jul 2020 - Feb 2021
Ceased
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
VICSUPER PTY LTD
Oct 2007 - Jun 2020
Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Source: ASIC Financial Advisers Register