Financial Adviser · MIRANDA, NSW

Andrew Conn

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000334883

Andrew Conn is a financial adviser based in Miranda, New South Wales, with 17 years of experience in the financial services industry. Andrew is currently authorised under Loyalty Financial Services 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 Advanced Diploma of Financial Planning from Kaplan Professional. Andrew is a member of Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Advanced Diploma of Financial Planning

Kaplan Professional

2014

Self Managed Superannuation Funds

Mentor Education

Registration History

Loyalty Financial Services Pty Ltd

Dec 2020 - Present Current

Infocus Securities Australia Pty Ltd

Mar 2019 - Dec 2020 Ceased

Direct Equities excludes direct equities advice

Charter Financial Planning Limited

Aug 2014 - Mar 2019 Ceased

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

Charter Financial Planning Limited

Jun 2012 - Jun 2014 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Feb 2009 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register