Financial Adviser · WARRNAMBOOL, VIC

Andrew Mcpherson

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000468321

Andrew Mcpherson is a financial adviser based in Warrnambool, Victoria, with 12 years of experience in the financial services industry. Andrew is currently authorised under Clover 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 Certified Financial Planner from Financial Advice Association Australia. Andrew is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2008
Bachelor of Commerce
Deakin University
2011
CPA
CPA Australia
2016
SMSF Specialist Advisor
SMSF Association
2018
Certified Financial Planner
Financial Advice Association Australia
2020
Certificate IV in Finance & Mortgage Broking
AAMC Training Group
2023
Diploma of Finance & Mortgage Broking Management
myFENG
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Oct 2022 - Present Current
Sep 2021 - Jul 2022 Ceased
Nov 2019 - Sep 2021 Ceased
Jul 2016 - Jul 2019 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Nov 2014 - Jul 2016 Ceased

Source: ASIC Financial Advisers Register