Financial Adviser · TAWONGA SOUTH, VIC

Amy Elizabeth Ryan

21 Years experience

Tax advice
authorised

Currently at

Wanneroo, WA

View firm profile

ASIC Registered · ADV 000287476

Amy Elizabeth Ryan is a financial adviser based in Tawonga South, Victoria, with 21 years of experience in the financial services industry. Amy is currently authorised under Investwest Pty. Ltd. Amy 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 Financial Planning from Deakin University. Amy is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Can also provide advice on Salary Packaging

Authorised to provide tax financial advice services

Qualifications and Training

2004

Financial Planning

Deakin University

2016

RG146 SMSFs

Financial Education Professionals

2017

Financial Services (Financial Planning)

Kaplan

2019

Insurance Advice

Kaplan

2020

Ethics and Professionalism in Financial Advice

Kaplan

Registration History

Investwest Pty. Ltd.

Sep 2011 - Present Current

Can also provide advice on Salary Packaging

Roxburgh Securities Pty Ltd

Dec 2019 - Sep 2020 Ceased

Sentinel Financial Group Pty Ltd

Nov 2012 - May 2014 Ceased

WESTERN PACIFIC FINANCIAL GROUP PTY LTD

Jun 2006 - Feb 2011 Ceased

Source: ASIC Financial Advisers Register