Financial Adviser
· WEST PERTH, WA
Wesley Tadeu De Oliveira
No disciplinary history on record with ASIC
WEST PERTH,
WA
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001285442
Practice
West Perth, WA (practice address on ASIC register)
Licensed through Alliance Wealth
About Wesley Tadeu De Oliveira
Wesley Tadeu De Oliveira is a financial adviser based in West Perth, Western Australia, with 5 years of experience in the financial services industry since 2021. Wesley works at Falcon Wealth Management, which is licensed through Alliance Wealth. Wesley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wesley's 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
FINCHOICE PTY LTD
Self-Managed Superannuation Funds
Source: ASIC Financial Advisers Register