Financial Adviser
· SOUTH PERTH, WA
Andrew Neil Prince
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230507
Andrew Neil Prince is a financial adviser based in South Perth, Western Australia, with 34 years of experience in the financial services industry. Andrew is currently authorised under Aurum Planning 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 Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Financial Planning
Financial Planning Association of Australia
2003
Certified Financial Planner
Financial Planning Association of Australia
2011
Certificate IV in Financial Services (Finance/Mortgage Broking)
AAMC Training Group
2015
ALPA
Kaplan
2015
SMSF
Mentor
Registration History
Source: ASIC Financial Advisers Register