Financial Adviser
· PERTH, WA
Tawera Maitai Waru
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000454654
Tawera Maitai Waru is a financial adviser based in Perth, Western Australia, with 12 years of experience in the financial services industry. Tawera is currently authorised under Professional Investment Services Pty Ltd. Tawera 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 Higher Education. Tawera 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business (Finance)
Edith Cowan University
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2014
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2014
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2014
Self Managed Superannuation Funds Program
Kaplan Professional
2014
Tier 1 Margin Lending
Other - Kaplan Professional
2017
Commercial Law Course (TASACLv1)
Kaplan Professional
2018
Master of Financial Planning
Kaplan Higher Education
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register