Data sourced from ASIC Financial Advisers Register
Financial Adviser · CHERMSIDE WEST, QLD

Andrew Ian Lyon

28 Years experience
Tax advice
authorised
Currently at
Preferred Financial Services Pty Ltd.
Chermside West, QLD
View firm profile
ASIC Registered · ADV 000249990

Andrew Ian Lyon is a financial adviser based in Chermside West, Queensland, with 28 years of experience in the financial services industry. Andrew is currently authorised under Preferred Financial 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 Bachelor of Business (Accounting major) from Queensland University of Technology. Andrew is a member of CPA Australia (CPA) and 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

1991
Bachelor of Business (Accounting major)
Queensland University of Technology
1995
CPA Program
CPA Australia / Deakin University
2002
RG146 Introductory Training Course (GK FP LI SC MI SP)
Count Wealth Accountants
2006
RG146 Gap Assessment
2011
RG146 Provide advice in Margin Lending
MLC ThreeSixty
2018
AFA Program FCHFP
Kaplan Professional
2020
Ethics and Professionalism
Ethics - Kaplan Professional

Registration History

Preferred Financial Services Pty Ltd.
Oct 2020 - Present Current
GWM ADVISER SERVICES PTY LTD
Dec 2011 - Oct 2020 Ceased
GPL (VIC) PTY LTD
Oct 2005 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register