Financial Adviser · BORONIA, VIC

Andrew Price

30 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000246115

Andrew Price is a financial adviser based in Boronia, Victoria, with 30 years of experience in the financial services industry. Andrew is currently authorised under Alliance Wealth 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) Education Program from FPA Australia. Andrew is a member of Certified Financial Planner (CFP) of FAAA, Fellow of Financial Services Institute of Australasia (FINSIA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Advising

Securities Institute Education

2005

Self Managed Superannuation Fund Concepts Workshops

Financial Essnetials

2010

Certified Financial Planner (CFP) Education Program

FPA Australia

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2012

Master of Applied Finance

Kaplan Higher Education

2014

ASX Listed Products Accreditation Course

LPAC Online

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Ri Advice Group Pty Ltd

May 2021 - Dec 2021 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

May 2016 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of Product only

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2015 - May 2016 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Nov 2012 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register