Financial Adviser
· BURSWOOD, WA
Andrew Lippiatt
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255350
Andrew Lippiatt is a financial adviser based in Burswood, Western Australia, with 22 years of experience in the financial services industry. Andrew is currently authorised under Finchley & Kent 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 Diploma of Financial Services (Financial Planning) from Integratec.
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
2004
Diploma of Financial Services (Financial Planning)
Integratec
2011
Margin Lending and Geared Investments
Kaplan
2015
Self Managed Superannuation Funds
International Institute of Technology
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register