Financial Adviser · NORTH SYDNEY, NSW

Andrew John Keay

14 Years experience
Tax advice
authorised
Currently at
Marrickville, NSW
ASIC Registered · ADV 000427297

Andrew John Keay is a financial adviser based in North Sydney, New South Wales, with 14 years of experience in the financial services industry. Andrew is currently authorised under Wealthcycle Pty 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 Business from Edith Cowan University. Andrew is a member of 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1987
Bachelor of Business
Edith Cowan University
2002
Graduate Diploma in Applied Finance & Investment
Securities Institute
2003
Diploma of Financial Services (Financial Planning)
Three Sixty
2003
Policy Statement 146 Knowledge Assessment
Integratec (Aust)
2012
DPDR- Derivatives
Pinnacle Financial Services Academy
2012
DPML Margin Lending
Pinnacle Financial Services Academy
2017
DFPv2 Tax for Financial Advising
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Mar 2025 - Present Current
Aug 2016 - Aug 2016 Ceased
Jun 2015 - Mar 2025 Ceased
Oct 2014 - Jun 2015 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Sep 2012 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register