Financial Adviser · EAST GEELONG, VIC

Andrea Collins

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000288511

Andrea Collins is a financial adviser based in East Geelong, Victoria, with 21 years of experience in the financial services industry. Andrea is currently authorised under Charter Financial Planning Limited. Andrea 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 Graduate Diploma of Financial Planning from Deakin University. Andrea 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 Derivatives 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

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2015

Advanced Diploma of Financial Planning

Mentor Education Pty Ltd

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2024

Graduate Diploma of Financial Planning

Deakin University

Registration History

Charter Financial Planning Limited

Mar 2007 - Present Current

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

Source: ASIC Financial Advisers Register