Financial Adviser
· SYDNEY, NSW
Andrew David Wardle
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000306037
Andrew David Wardle is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Andrew is currently authorised under Astute Planning Services 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 and Commerce from Monash University.
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
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Bachelor of Business and Commerce
Monash University
2013
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
Registration History
GENESYS WEALTH ADVISERS PTY LIMITED
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register