Financial Adviser
· EASTWOOD, SA
Andrew Mabarrack
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273054
Andrew Mabarrack is a financial adviser based in Eastwood, South Australia, with 8 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. Andrew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Finance/Economics)
Flinders University
2017
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Certified Financial Planner (CFP)
Financial Advice Association of Australia Limited
2023
Aged Care Specialist
Financial Advice Association of Australia Limited
2024
SMSF Specialist Advisor
SMSF Association