Financial Adviser · MOUNT WAVERLEY, VIC

Andrew Geoffrey Shaw

25 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000471981

Andrew Geoffrey Shaw is a financial adviser based in Mount Waverley, Victoria, with 25 years of experience in the financial services industry. Andrew is currently authorised under Alliance Wealth 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 CFP Certification Assessment (CFPC) from FPA Australia. Andrew is a member of Certified Financial Planner (CFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Business (Banking and Finance)

Monash University

2001

Graduate Diploma of Applied Finance and Investment

FINSIA Education

2003

Financial Planning Construction and Review Course (DFP8)

FPA Australia

2004

CFP Certification Assessment (CFPC)

FPA Australia

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Nov 2025 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Interprac Financial Planning Pty Ltd

Jun 2020 - Nov 2025 Ceased

National Australia Bank Limited

Dec 2003 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register