Andrea Dawson
Financial Adviser in Blackburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000476
- Location
- Blackburn VIC 3130
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 2 February 2023
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Self Managed Superannuation Funds, Kaplan Professional (2013); FPC0001B Economic and Legal Context for Financial Planning, Kaplan Professional (2015); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Professional (2017); Master of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrea Dawson
Andrea Dawson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Blackburn, Victoria (adviser number 001000476).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 2 February 2023.
According to the register, Andrea first provided financial advice in 2012. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Self Managed Superannuation Funds (Kaplan Professional, 2013) and FPC0001B Economic and Legal Context for Financial Planning (Kaplan Professional, 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.
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Questions people ask
Is Andrea Dawson a registered financial adviser?
Yes. Andrea Dawson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000476.
Which licensee does Andrea Dawson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Andrea Dawson 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; standard margin lending.