Financial Adviser
· PERTH, WA
Andrew Charles Oakley
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001232729
Andrew Charles Oakley is a financial adviser based in Perth, Western Australia, with 11 years of experience in the financial services industry. Andrew is currently authorised under Bdhsterling AFSL 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. 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
Foreign Exchange
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
University of Western Australia
Bachelor of Economics
2016
Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2020
Superannuation & Retirement Advice
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide advice in SMSFs
Not authorised to provide personal advice on Securities and, Standard Margin Lending
Source: ASIC Financial Advisers Register