Financial Adviser · SURREY HILLS, VIC

Andrew Chessum

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270386

Andrew Chessum is a financial adviser based in Surrey Hills, Victoria, with 8 years of experience in the financial services industry. Andrew is currently authorised under Fiducian Financial Services 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 Bachelor of Commerce from Deakin University.

Authorised to Advise On

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

Restrictions: This adviser is not authorised to provide advice on self managed superannuation funds or margin lending.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce

Deakin University

2003

Investment Planning 1

Kaplan

2003

Risk Management

Kaplan

2005

Superannuation and Retirement Planning

Kaplan

2010

Financial Plan Construction & Review

Kaplan

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Jul 2020 - Present Current

This adviser is not authorised to provide advice on self managed superannuation funds or margin lending.

Millennium 3 Financial Services Pty Ltd

Aug 2019 - Jul 2020 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Dec 2018 - Mar 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register