Financial Adviser
· ROSE PARK, SA
Andrew Barrett
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267533
Andrew Barrett is a financial adviser based in Rose Park, South Australia, with 8 years of experience in the financial services industry. Andrew is currently authorised under Sgn Financial 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 Business (Economics, Finance and Trade) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Professional
2021
Bachelor of Business (Economics, Finance and Trade)
University of South Australia
2022
FPC004 Insurance Advice
Kaplan Higher Education Pty Limited
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2024
Aged Care
Kaplan Professional
2024
FPC001B Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Limited
2024
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2026
FPC006 Taxation for Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide advice on Self-managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF,
Source: ASIC Financial Advisers Register