Financial Adviser
· HILLARYS, WA
Amanda Lee Oversby
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251550
Amanda Lee Oversby is a financial adviser based in Hillarys, Western Australia, with 9 years of experience in the financial services industry. Amanda is currently authorised under Wp Wealth Professionals Pty Ltd. Amanda 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 Master of Financial Planning from Kaplan Professional. Amanda 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
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Graduate Certificate in Financial Planning
Kaplan Professional
2018
Graduate Diploma in Financial Planning
Kaplan Professional
2020
Master of Financial Planning
Kaplan Professional
Registration History
LIFE PLAN FP PTY LTD
Limited Advice in Self Managed Superannuation Funds and Superannuation
Advice on superannuation excludes self managed superannuation funds
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register