Financial Adviser
· CHERMSIDE, QLD
Andrew James Gardner
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000985
Andrew James Gardner is a financial adviser based in Chermside, Queensland, with 18 years of experience in the financial services industry. Andrew is currently authorised under Oreana 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 Applied Economics from University of Canberra. 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Applied Economics
University of Canberra
2006
Bachelor of Communication
University of Canberra
2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending & Geared Investments
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Securities, SMSF
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register