Financial Adviser
· QUEENSCLIFF, VIC
Andrew Conlan
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000282
Andrew Conlan is a financial adviser based in Queenscliff, Victoria, with 27 years of experience in the financial services industry. Andrew is currently authorised under Personal Financial Services 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 from Financial Advice Association 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Business
Ballarat College of Advanced Education
1999
Master of Applied Finance
The University of Melbourne
2002
Certified Financial Planner
Financial Advice Association Australia
2002
Diploma of Financial Planning
FPA
2016
SMSF
Kaplan