Elise Maree Sawyer

Name
Elise Maree Sawyer
ID
323797
ABN
–
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2007 - Bachelor of Commerce - Applied Finance (Planning) - Bachelor Degree (AQF 7) - University of Wollongong
  • 2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
  • 2012 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Kaplan Higher Education
  • 2012 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
  • 2013 - Certified Financial Planner (CFP) Education Program (CFP1A and CFPC) - Professional Designations - FPA Australia
  • 2020 - Accredited Listed Product Adviser Training Program - Other - Kaplan Professional
  • 2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Asvw Financial Services Pty Ltd (#446176)
Commenced
Jan. 11, 2022
Ceased
May 20, 2026
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
March 30, 2020
Ceased
Jan. 10, 2022
Status
Current
Licence Holder
Alliance Wealth Pty ltd (#449221)
Commenced
July 6, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Nov. 14, 2011
Ceased
Feb. 20, 2012
Status
Ceased
Licence Holder
E.f.d.b. Pty Limited (#311720)
Commenced
July 18, 2016
Ceased
Dec. 2, 2019
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
March 31, 2008
Ceased
May 20, 2008
Status
Ceased
Licence Holder
Madison Financial Group Pty Ltd (#246679)
Commenced
May 14, 2012
Ceased
June 7, 2016
Status
Ceased
Licence Holder
Omniwealth Services Pty Limited (#309643)
Commenced
July 1, 2010
Ceased
Sept. 26, 2011
Status
Ceased
Licence Holder
Omniwealth Services Pty Limited (#309643)
Commenced
Dec. 1, 2008
Ceased
July 1, 2010