Andrea Elmargi
Financial Adviser in Harrington Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247527
- Location
- Harrington Park NSW 2567
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 4 July 2023
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Financial Services), University of Western Sydney (2002); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2023)
- 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
- 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 Elmargi
On the Financial Advisers Register kept by ASIC, Andrea Elmargi appears as a current financial adviser in Harrington Park, New South Wales, adviser number 000247527.
The licensee Andrea advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 4 July 2023.
According to the register, Andrea first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce (Financial Services) (University of Western Sydney, 2002), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice 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.
A further restriction is recorded on the register: “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 Elmargi a registered financial adviser?
Yes. Andrea Elmargi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247527.
Which licensee does Andrea Elmargi work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Andrea Elmargi 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. 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."