Data sourced from ASIC Financial Advisers Register
Financial Adviser · HARRINGTON PARK, NSW

Andrea Elmargi

25 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000247527

Andrea Elmargi is a financial adviser based in Harrington Park, New South Wales, with 25 years of experience in the financial services industry. Andrea is currently authorised under Charter Financial Planning Limited. Andrea 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 Commerce (Financial Services) from University of Western Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2002
Bachelor of Commerce (Financial Services)
University of Western Sydney
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jul 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aware Financial Services Australia Limited
Dec 2019 - Jun 2023 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Sep 2019 - Nov 2019 Ceased
Australia And New Zealand Banking Group Limited
Mar 2005 - Apr 2019 Ceased
Permitted: - Managed Investment Schemes, excluding IDPS - IDPS only Not permitted: - SMSF

Source: ASIC Financial Advisers Register