Financial Adviser
· NORTH LAKES, QLD
Andrew Mark Taveira
No disciplinary history on record with ASIC
NORTH LAKES,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005018
About Andrew Mark Taveira
Andrew Mark Taveira is a financial adviser based in North Lakes, Queensland, with 15 years of experience in the financial services industry since 2011. Andrew is currently authorised under Infocus Securities Australia. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Master 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Self Managed Super Funds
Kaplan Professional
2016
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Master of Financial Planning
Kaplan Professional
2024
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Source: ASIC Financial Advisers Register