Andrew Charles Dunbar Collis
Financial Adviser in Brighton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283183
- Location
- Brighton VIC 3186
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 18 September 2019
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Financial Planning Assocation of Australia (2002); Certified Financial Planner, Financial Planning Association of Australia (2005); Margin Lending & Geared Investments, Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); 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 Andrew Charles Dunbar Collis
Andrew Charles Dunbar Collis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brighton, Victoria (adviser number 000283183).
Andrew provides advice as an authorised representative of Advice Evolution Pty Ltd, which holds Australian financial services licence 342880. That authorisation dates from 18 September 2019.
According to the register, Andrew first provided financial advice in 1998. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Assocation of Australia, 2002), Certified Financial Planner (Financial Planning Association of Australia, 2005) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Andrew Charles Dunbar Collis a registered financial adviser?
Yes. Andrew Charles Dunbar Collis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283183.
Which licensee does Andrew Charles Dunbar Collis work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Andrew Charles Dunbar Collis 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.