Financial Adviser
· SYDNEY, NSW
Andrew Tate
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261293
Andrew Tate is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Andrew is currently authorised under Switzer Financial Group 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 Bachelor of Business (Financial Planning) from RMIT 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
2017
Bachelor of Business (Financial Planning)
RMIT University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register