Financial Adviser
· SYDNEY, NSW
Andrew Rafty
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002238
Andrew Rafty is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Andrew is currently authorised under Findex Advice Services 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 CFP from FPA. 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
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
1980
Bachelor of Engineering (Civil Engineering)
The University of New South Wales
1997
CFP
FPA
1997
Diploma of Financial Planning
FPA
2014
Margin Lending
Kaplan
2018
SMSF Core Course
DBA Network Pty Ltd