Jawad Ahmad CFP®
About Me
Jawad Ahmad is a Certified Financial Planner® at One Advisory Wealth Management. The primary objective of his practice is to help clients realise their financial goals and ambitions. Using his strong technical background, Jawad helps to bring clarity and structure to his client’s financial affairs. He offers expansive knowledge to Superannuation-related matters as well as the significant role that insurance plays in protecting you, your family and your livelihood. Jawad has a thirst for learning and uses that drive to bring the latest insights to clients when it comes to growing and protecting wealth. He has been recognized by the AFA for achievements in education and has received the SA highly commended award in 2013. Jawad is also actively involved in the financial planning industry and has served previously as the South Australian state director for the AFA (Association of Financial Advisers) and now a committee member for the FAAA. Prior to joining One Advisory Wealth Management, Jawad worked as a Financial Planner at Morgan Stanley based in Adelaide. He holds a Bachelor of Finance (University of Adelaide), is an ASIC Accredited Derivatives Adviser and has a Post Graduate Diploma in Global Wealth Management (University of Adelaide) for which he was awarded the most distinguished graduate award in 2007.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Thornton Group (australia) Pty Limited