Financial Adviser · SMITHTON, TAS

Andrew Gordon Mckimmie

SMITHTON, TAS

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000455788

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Andrew Gordon Mckimmie

Andrew Gordon Mckimmie is a financial adviser based in Smithton, Tasmania, with 12 years of experience in the financial services industry since 2014. Andrew is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

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

2013

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2017

SMSF Specialist Advisor Program

SMSF Association

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2026 - Present Current

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

Fyg Planners Pty Ltd

Jun 2023 - Jun 2026 Ceased

Fyg Planners Pty Ltd

Apr 2014 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register