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- Financial Advisers Australia (FAA)
- Manuel Oswald
Manuel Oswald
- Name
- Manuel Oswald
- ID
- 1005230
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Associate of Arts in Business Communicaton and Public Relations - Bachelor Degree (AQF 7) - International Management Institute
- 2004 - Bachelor of Arts with Honours in Business Administration with Marketing - Bachelor Degree (AQF 7) - University of Central England in Birmingham
- 2004 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - International Management Institute
- 2008 - Master of Business Administration (Advanced) - Masters Degree (AQF 9) - The University of Western Australia
- 2015 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
- 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
- 2024 - Commercial Law - Other - Kaplan Professional
- 2024 - Tax for Financial Advising - Other - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Fiducian Financial Services Pty Ltd (#231103)
- Commenced
- Jan. 27, 2022
- Ceased
- Aug. 8, 2022
- Status
- Ceased
- Licence Holder
- Mufg Retire360 Pty Limited (#258145)
- Commenced
- April 9, 2024
- Ceased
- Feb. 17, 2026
- Status
- Current
- Licence Holder
- Art Financial Advice Pty ltd (#227867)
- Commenced
- April 22, 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
- Commonwealth Bank OF Australia (#234945)
- Commenced
- Nov. 1, 2009
- Ceased
- Dec. 1, 2013
- Status
- Ceased
- Licence Holder
- Macquarie Equities Limited (#237504)
- Commenced
- Jan. 13, 2014
- Ceased
- May 31, 2015
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- July 17, 2015
- Ceased
- Aug. 25, 2017