Financial Adviser · SYDNEY, NSW

Andrew Carmichael

SYDNEY, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001009419
Licensee
Sydney, NSW (licence address on ASIC register)

About Andrew Carmichael

Andrew Carmichael is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Andrew works at MacQuarie Equities, which is licensed through MacQuarie Equities Limited. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Bachelor of Science from The University of Leeds.

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

2000
Bachelor of Science
The University of Leeds
2009
CFA UK Level 3 Certificate in Investment Management
CFA Society of the UK
2013
FNS50610 Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Self Managed Super Funds
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
DFP5v1 Tax for Financial Advising (Short Answer Exam)
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Sep 2022 - Present Current
Oct 2019 - Present Current
Jun 2015 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register