Reuben Yechiel Zelwer – Financial Adviser

Adviser identifying number: 223804
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PARAGEM PTY LIMITED
Licence number: 297276
Licensee’s ABN: 16108571875
Licence controlled by: HUB24 LIMITED

The date the Financial Adviser commenced the appointment: 01/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARAGEM PTY LIMITED
Authorised Representative identifying number: 297276
Authorised Representative’s ABN: 16108571875

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Accounting – Monash University
  • Certified Financial Planner – Financial Planning Association
  • Graduate Diploma in Applied Finance and Investment – Securities Institute of Australasia (FINSIA)
  • Margin Lending and Geared Investments – Kaplan
  • SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Reuben Yechiel Zelwer is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility