Financial Adviser · CHATSWOOD, NSW

Ahmed El-masri

CHATSWOOD, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001241328

Currently at

Forest Wealth

Sydney, NSW (firm address)

View firm profile

Ahmed El-masri is a financial adviser based in Chatswood, New South Wales, with 10 years of experience in the financial services industry since 2016. Ahmed is currently authorised under Millennium 3 Financial Services, operating through Forest Wealth. Ahmed holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ahmed's qualifications include a Bachelor of Business and Commerce (Accounting) from University of Western Sydney.

Authorised to Advise On

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

Restrictions: Superannuation - All does not include Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Business and Commerce (Accounting)

University of Western Sydney

2015

Diploma of Financial Planning

Kaplan Education Pty Ltd

2017

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Millennium 3 Financial Services Pty Ltd

Jan 2026 - Present Current

Superannuation - All does not include Self-Managed Superannuation Funds

AIA Financial Services Pty Limited

May 2022 - Nov 2025 Ceased

Not authorised to provide advice in SMSFs.

Australia And New Zealand Banking Group Limited

Apr 2018 - May 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Westpac Banking Corporation

Apr 2016 - Jan 2018 Ceased

Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register