Financial Adviser · MELBOURNE, VIC

Jordan Wallace Peter Andrews

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001007693

Jordan Wallace Peter Andrews is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Jordan is currently authorised under Onefocus Financial Services Pty Ltd. Jordan 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 Bachelor of Business (Banking & Finance) from Victoria University. Jordan is a member of CFP - Certified Financial Planner (FPA) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Banking & Finance)

Victoria University

2007

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Onefocus Financial Services Pty Ltd

Jul 2023 - Present Current

Charter Financial Planning Limited

May 2022 - Jun 2023 Ceased

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

Akumin Financial Planning Pty Limited

Oct 2019 - Apr 2022 Ceased

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

Westpac Banking Corporation

Apr 2015 - Jun 2019 Ceased

National Australia Bank Limited

Dec 2014 - Apr 2015 Ceased

Citigroup Pty Limited

Mar 2014 - Nov 2014 Ceased

Westpac Banking Corporation

Nov 2006 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register