Financial Adviser
· CANTERBURY, VIC
Andrew Licciardi
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000435234
Andrew Licciardi is a financial adviser based in Canterbury, Victoria, with 15 years of experience in the financial services industry. Andrew is currently authorised under Devon 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) Program 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Economics / Finance & Management)
Swinburne University of Technology
2009
Graduate Certificate of Wealth Management
Deakin University
2010
Certified Financial Planner (CFP) Program
Financial Planning Association of Australia
2015
Aged Care Steps accreditation training program
- Aged Care Steps
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
A.C.N. 133 593 012 PTY LTD
Source: ASIC Financial Advisers Register