Andre Potgieter
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241616
- Location
- Brisbane City QLD 4000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 24 August 2023
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Taxation and Estate Planning, Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Master of Financial Planning, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- Superannuation (excluding the establishment and management as trustee of self-managed super funds)
- Tax (financial) advice
- Yes
- Register status
- Current
About Andre Potgieter
On the Financial Advisers Register kept by ASIC, Andre Potgieter appears as a current financial adviser in Brisbane City, Queensland, adviser number 001241616.
The licensee Andre advises under is Industry Fund Services Limited (AFS licence 232514). That authorisation dates from 24 August 2023.
The register records 2016 as the year Andre first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Taxation and Estate Planning (Kaplan Professional, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation (excluding the establishment and management as trustee of self-managed super funds).”
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Questions people ask
Is Andre Potgieter a registered financial adviser?
Yes. Andre Potgieter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241616.
Which licensee does Andre Potgieter work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Andre Potgieter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds. It also records this restriction: "Superannuation (excluding the establishment and management as trustee of self-managed super funds)."