Andrew Brian Potts
Financial Adviser in Docklands, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468035
- Location
- Docklands VIC 3008
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 15 June 2018
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, Victoria University (2012); Diploma of Financial Planning, Investment Banking Institute (2014); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Brian Potts
Andrew Brian Potts is a financial adviser in Docklands, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000468035.
The licensee Andrew advises under is Shartru Wealth Management Pty Ltd (AFS licence 422409). The current authorisation started on 15 June 2018.
The register records 2014 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Business (Victoria University, 2012), Diploma of Financial Planning (Investment Banking Institute, 2014) and Graduate Diploma of Financial Planning (Kaplan Professional, 2024).
Andrew 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 Andrew Brian Potts a registered financial adviser?
Yes. Andrew Brian Potts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468035.
Which licensee does Andrew Brian Potts work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Andrew Brian Potts 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.