Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Andrew Gray Mckinlay

25 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000315061

Andrew Gray Mckinlay is a financial adviser based in Osborne Park, Western Australia, with 25 years of experience in the financial services industry. Andrew is currently authorised under Charter Financial Planning Limited. 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 University of Western 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 Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce
University of Western Australia
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Dec 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
DEVENIR NOMINEES PTY LTD
Aug 2010 - Dec 2025 Ceased
SMSF ADVICE PTY LIMITED
Jul 2007 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register