Financial Adviser · PERTH, WA

Tawera Maitai Waru

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000454654

Currently at

Bundall, QLD

View firm profile

Tawera Maitai Waru is a financial adviser based in Perth, Western Australia, with 12 years of experience in the financial services industry since 2014. Tawera is currently authorised under Professional Investment Services, operating through Financial Advisory Collective. Tawera holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tawera's 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

Professional Investment Services Pty Ltd

Oct 2024 - Present Current

Professional Investment Services Pty Ltd

Mar 2014 - Sep 2024 Ceased

Source: ASIC Financial Advisers Register