Data sourced from ASIC Financial Advisers Register
Financial Adviser · ETTALONG, NSW

Andrew Squires

11 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001240582

Andrew Squires is a financial adviser based in Ettalong, New South Wales, with 11 years of experience in the financial services industry. Andrew is currently authorised under Charter Financial Planning 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 Bachelor of Applied Finance with Bachelor of Economics from Macquarie University.

Authorised to Advise On

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

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

2016
Bachelor of Applied Finance with Bachelor of Economics
Macquarie University
2016
Diploma of Financial Planning
Integrity Education Group
2016
Diploma of Financial Services
Integrity Education Group
2018
Commercial Law
Kaplan Higher Education Pty Limited
2019
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jan 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Aug 2025 - Dec 2025 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Jul 2023 - Jul 2025 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Profile Financial Services Pty Ltd
Dec 2018 - Jul 2023 Ceased
Derivatives - limited to old law securities options contracts and warrants
Fitzpatricks Private Wealth Pty Ltd
Mar 2017 - Aug 2017 Ceased
Akumin Financial Planning Pty Limited
Apr 2016 - Jan 2017 Ceased
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