Financial Adviser · WEST PERTH, WA

Wesley Tadeu De Oliveira

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001285442

Wesley Tadeu De Oliveira is a financial adviser based in West Perth, Western Australia, with 5 years of experience in the financial services industry. Wesley is currently authorised under Alliance Wealth Pty Ltd. Wesley 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. Wesley 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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Business Administration
Faculdades Promove MG Brazil
2011
Certificate in Business Administration Concentration in Finance and Controllership
Ibmec Instituto Brasileiro de Mercado de Capitais - Brazil
2017
Advanced Diploma of Financial Planning
Mentor Education
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
2022
Master of Financial Planning
Kaplan Higher Education

Registration History

Nov 2024 - Present Current
Oct 2024 - Oct 2024 Ceased
Feb 2022 - Oct 2024 Ceased
FINCHOICE PTY LTD
Feb 2021 - Feb 2022 Ceased
Self-Managed Superannuation Funds

Source: ASIC Financial Advisers Register