Andrea Collins
Financial Adviser in East Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288511
- Location
- East Geelong VIC 3219
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 9 March 2007
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2004); Advanced Diploma of Financial Planning, Mentor Education Pty Ltd (2015); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Graduate Diploma of Financial Planning, Deakin University (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrea Collins
Andrea Collins is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Geelong, Victoria (adviser number 000288511).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 9 March 2007.
The register records 2005 as the year Andrea first provided financial advice. The qualifications listed for Andrea include Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Advanced Diploma of Financial Planning (Mentor Education Pty Ltd, 2015) and Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015). Andrea is recorded as a member of Financial Advice Association of Australia (FAAA).
Andrea is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Andrea Collins a registered financial adviser?
Yes. Andrea Collins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288511.
Which licensee does Andrea Collins work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Andrea Collins 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; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."