Financial Adviser · DEAKIN, ACT

Andrew John Boulds

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000327630

Andrew John Boulds is a financial adviser based in Deakin, Australian Capital Territory, with 18 years of experience in the financial services industry. Andrew is currently authorised under Akumin Financial Planning Pty Limited. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2010

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2011

Master of Applied Finance

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2008 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register