Financial Adviser · MULLUMBIMBY, NSW

Andrew Geoffrey Oakes

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000472963

Andrew Geoffrey Oakes is a financial adviser based in Mullumbimby, New South Wales, with 24 years of experience in the financial services industry. Andrew is currently authorised under Ri Advice Group 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 Commerce.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Commerce
2016
Self Managed Superannuation Funds
Kaplan Professional Education

Registration History

May 2021 - Present Current
FINANCIAL SERVICES PARTNERS PTY LIMITED
Feb 2015 - May 2021 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register