Financial Adviser · CLEVELAND, QLD

Andrew Stuart Grey

25 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001003449

Andrew Stuart Grey is a financial adviser based in Cleveland, Queensland, with 25 years of experience in the financial services industry. Andrew is currently authorised under Infocus Securities Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Advising

Securities Institute of Australia

2011

Margin Lending and Geared Investments

Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Aug 2020 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Australia And New Zealand Banking Group Limited

Oct 2003 - May 2020 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register