Financial Adviser · BUDERIM, QLD

Dahl Andrew Drew

24 Years experience

Tax advice
authorised

Currently at

Belmont, NSW

View firm profile

ASIC Registered · ADV 000287554

Dahl Andrew Drew is a financial adviser based in Buderim, Queensland, with 24 years of experience in the financial services industry. Dahl is currently authorised under Shartru Wealth Management Pty Ltd. Dahl holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dahl holds a Diploma of Financial Advising from Securities Institute. Dahl 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

Restrictions: Self Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Advising

Securities Institute

Registration History

Shartru Wealth Management Pty Ltd

Jun 2018 - Present Current

Self Managed Super Funds

Ausure Pty Ltd

Apr 2018 - Jun 2018 Ceased

SENTINEL PRIVATE WEALTH PTY LTD

Sep 2015 - Apr 2018 Ceased

Fortnum Private Wealth Ltd

Aug 2013 - Sep 2015 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

WEALTHSURE PTY LTD

Apr 2005 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register