Serena West
MBS ADVICE LICENCE PTY LTD · Perth WA 6000 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000308940
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MBS ADVICE LICENCE PTY LTD · AFSL 536983Since 22 August 2022
- Principal business address
- Perth WA 6000
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Life risk insurance products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2022 – presentMBS ADVICE LICENCE PTY LTD · AFSL 536983
- CEASEDJan 2022 – Aug 2022BOMBORA ADVICE PTY LTD · AFSL 439065
- CEASEDMay 2014 – Jan 2022CAPITAL PARTNERS CONSULTING PTY LTD · AFSL 227148Through authorised representative CP LIFE RISKS PTY LTD (no. 000457361)
- CEASEDFeb 2009 – Sep 2011FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
- CEASEDDec 2006 – Oct 2008TANDEM FINANCIAL ADVICE PTY LIMITED · AFSL 238427
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2021 · Bridging Course - Ethics
Life Risk Specialist
Financial Planning Association · 2010 · Professional Designations
Advanced Diploma of Financial Services
360 GWM · 2004 · Advanced Diploma (AQF 6)
Bachelor of Economics
University of Western Australia · 2001 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Serena West claims the profile.
Reviews
Not yet reviewed
No client has reviewed Serena West on Souffle yet.
Contacting Serena West
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MBS ADVICE LICENCE PTY LTD · AFSL 536983
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Serena West claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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