Financial Adviser
· BRIGHTON, VIC
Andrew Charles Dunbar Collis
No disciplinary history on record with ASIC
BRIGHTON,
VIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283183
About Andrew Charles Dunbar Collis
Andrew Charles Dunbar Collis is a financial adviser based in Brighton, Victoria, with 28 years of experience in the financial services industry since 1998. Andrew is currently authorised under Advice Evolution. 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 Certified Financial Planner from Financial Planning Association of Australia. Andrew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Financial Planning Assocation of Australia
2005
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending & Geared Investments
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register