Andrew Wem

Financial Adviser

ASIC adviser number:
000249486
Qualifications and training:

2000, Master of Business Administration, Masters Degree (AQF 9), Deakin University
2004, Diploma of Financial Planning, Diploma (AQF 5), Financial Planning Association of Australia (FPA)
2009, Certificate IV Financial Services (Finance/Mortgage Broking), Certificate (AQF 1-4), Traineeship Management Australia (TMA)
2010, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2010, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2012, Diploma of Finance and Mortgage Broking Management, Diploma (AQF 5), New South Wales Technical and Further Education Commission (TAFE NSW)
2015, Accredited Aged Care Professional, Other, Aged Care Steps
2018, Accredited Listed Product Adviser (ASX ALPA) Program, Other, Kaplan Higher Education Pty Limited

When adviser first provided advice:
1999
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 1, 154 Pacific Hwy
St Leonards  NSW  2065
AFS licence holder name:
Akumin Financial Planning Pty Limited
AFS licence number:
000232706
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».