Financial Adviser · MELBOURNE, VIC

Andrew James Walsh

26 Years experience
ASIC Registered · ADV 001002176

Andrew James Walsh is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Andrew is currently authorised under Mutual Trust Pty Ltd. Andrew holds authorisations to advise on superannuation, life insurance, managed investments and securities. Their qualifications include a CFP Programme from Financial Planning Association. Andrew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Superannuation Life Insurance Managed Investments Securities Deposit Products Margin Lending

Qualifications and Training

2003
Diploma of Financial Planning
Financial Planning Association
2004
CFP Programme
Financial Planning Association
2005
Bachelor of Commerce
Deakin University
2009
Master of Business Administration
Deakin University
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Mar 2008 - Present Current
Mar 2008 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register