Financial Adviser · GEELONG, VIC

Andrew Dwyer

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000398136

Andrew Dwyer is a financial adviser based in Geelong, Victoria, with 15 years of experience in the financial services industry. Andrew is currently authorised under Lifespan Financial Planning 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). Andrew holds a Diploma of Financial Services (Financial Planning) from Kaplan. 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Sep 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Bombora Advice Pty Ltd

Jul 2014 - Aug 2024 Ceased

Akumin Financial Planning Pty Limited

Jan 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register