Financial Adviser
· BALLINA, NSW
Andrew Dougherty
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329203
Andrew Dougherty is a financial adviser based in Ballina, New South Wales, with 19 years of experience in the financial services industry. Andrew is currently authorised under Interprac Financial Planning Pty Ltd. 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 Bachelor of Business from The University of New England. Andrew is a member of Mortgage and Finance Association of Australia (MFAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business
The University of New England
2008
Diploma of Financial Services (Financial Planning) FNS50804
Mentor Education group
2010
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Mentor Education Group
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
Excluding Self Managed Superannuation Funds and Standard Margin Lending
DOVER FINANCIAL ADVISERS PTY LTD
THE SALISBURY GROUP PTY LTD
Source: ASIC Financial Advisers Register