Financial Adviser · MELBOURNE, VIC

Andrew Charles Thompson

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001277023

Andrew Charles Thompson is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry. Andrew is currently authorised under Canaccord Genuity Financial Limited. 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 Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd.

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

2004
PS146
Tribeca Learning
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2015
TASA and the TPB Code of Professional Conduct
Kaplan Professional Education
2021
Relevant Provider Exam
FASEA
2026
Commercial Law
Kaplan
2026
Tax for Financial Advising
Kaplan

Registration History

Mar 2020 - Present Current
Jul 2019 - Mar 2020 Ceased
A.C.N. 606 629 538 PTY LTD
Mar 2016 - May 2019 Ceased
Dec 2015 - Mar 2016 Ceased
Oct 2008 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register