Data sourced from ASIC Financial Advisers Register
Financial Adviser · GREENSBOROUGH, VIC

Andrew Michael Ames

20 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001002925

Andrew Michael Ames is a financial adviser based in Greensborough, Victoria, with 20 years of experience in the financial services industry. Andrew is currently authorised under Capstone 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). Their qualifications include a Certified Financial Planner (CFP) 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust)
2012
Graduate Diploma of Financial Planning
Kaplan Professional
2014
Master of Applied Finance
Kaplan Professional
2017
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
SMSF Foundations Course
Smarter SMSF

Registration History

Capstone Financial Planning Pty Ltd
Dec 2021 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Commonwealth Financial Planning Limited
May 2006 - Dec 2021 Ceased

Source: ASIC Financial Advisers Register