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

Andrew James Carmichael

9 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001260388

Andrew James Carmichael is a financial adviser based in West End, Queensland, with 9 years of experience in the financial services industry. Andrew is currently authorised under Charter Financial Planning Limited. 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 Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Commerce (Finance)
University of Queensland
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Self Managed Superannuation Funds
Financial Education Professionals
2020
Master of Financial Planning
Griffith University
2021
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Dec 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register