Financial Adviser · NORWEST, NSW

Ferdy Androu Utan

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003300

Ferdy Androu Utan is a financial adviser based in Norwest, New South Wales, with 20 years of experience in the financial services industry. Ferdy is currently authorised under Ri Advice Group Pty Ltd. Ferdy 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Ferdy 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 Margin Lending

Restrictions: Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Advanced Diploma of Financial Planning

Kaplan Professional

2009

Self Managed Superannuation Funds

Kaplan Professional

2016

Graduate Diploma of Applied Finance

Kaplan Professional

2018

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Sep 2024 - Present Current

Securities: advice is limited to approved model portfolios only.

Viridian Advisory Pty Ltd

Jul 2019 - Sep 2024 Ceased

Westpac Banking Corporation

Feb 2010 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register