Financial Adviser · GLEN WAVERLEY, VIC

Anwer Ali Mohammed

GLEN WAVERLEY, VIC

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000314782

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Anwer Ali Mohammed is a financial adviser based in Glen Waverley, Victoria, with 16 years of experience in the financial services industry since 2010. Anwer is currently authorised under Akumin Financial Planning. Anwer holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anwer's qualifications include a Advanced Diploma of Financial Planning from Integrity Education Group.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2009

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2015

Advanced Diploma of Financial Planning

Integrity Education Group

2020

Diploma of Finance and Mortgage Broking Management

Mentor Education Pty Ltd

2021

MAI728 Financial Behaviour and Decision Making (INTENSIVE)

Behavioural Finance - Deakin University

2022

MAI769 Ethics for Financial Services

Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited

Feb 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Sep 2010 - Nov 2013 Ceased

Synchron Advice Pty Ltd

Mar 2009 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register