Ryan Wadsworth

Name
Ryan Wadsworth
ID
1233468
ABN
First Provided Advice
2015
Restrictions
Can advise on Superannuation except for Self-Managed Superannuation Funds.This Authority permits the person to provide the financial services specified under the direct supervision of a personal client adviser (PCA), or in the case of written advice, where it has been checked and countersigned by a PCA before issue.

Qualifications

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

  • Bachelor of Business - Swinburne University of Technology
  • Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA)
  • Graduate Diploma of Financial Planning - Kaplan Professional
  • Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor 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
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
Dec. 10, 2018
Ceased
June 25, 2021
Status
Ceased
Licence Holder
Viridian Advisory Pty Ltd (#476223)
Commenced
July 5, 2021
Ceased
Feb. 12, 2024
Status
Current
Licence Holder
Synchron Advice Pty ltd (#243313)
Commenced
Feb. 15, 2024

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
Findex Advice Services Pty Ltd (#243253)
Commenced
July 1, 2015
Ceased
Dec. 4, 2015
Status
Ceased
Licence Holder
Shadforth Financial Group Limited (#318613)
Commenced
March 8, 2016
Ceased
Nov. 9, 2018