Financial Adviser
· SOUTH PERTH, WA
Amber Thea Dawson
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239384
Amber Thea Dawson is a financial adviser based in South Perth, Western Australia, with 10 years of experience in the financial services industry. Amber is currently authorised under Sentry Advice Pty Ltd. Amber 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 Pty Limited. Amber 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Applied Finance and Commercial Law)
Curtin University
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
ENTRUST WEALTH MANAGEMENT PTY LTD
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.
ENTRUST WEALTH MANAGEMENT PTY LTD
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register