Andrew Charles Surman
Financial Adviser in Port Augusta, South Australia, Australia
Review Andrew Charles Surman
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000429657
- Location
- Port Augusta SA 5700
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 15 May 2023
- First provided advice
- 2012
- Qualifications
- Bachelor of Economics, University of Adelaide (2009); DPML Margin Lending, Pinnacle Financial Services Academy (2012); Graduate Diploma in Global Wealth Management, University of Adelaide (2013); DFP5v1 Tax for Financial Advising, Kaplan Professional (2016); TASACLv1 Commercial Law, Kaplan Professional (2016); Accredited Aged Care Professional, Aged Care Steps (2018); Diploma of Accounting, Chisholm Institute (2018); Introduction to Self-Managed Superannuation Funds, Kaplan Professional (2024); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Surman
On the Financial Advisers Register kept by ASIC, Andrew Charles Surman appears as a current financial adviser in Port Augusta, South Australia, adviser number 000429657.
The licensee Andrew advises under is GPS Wealth Ltd (AFS licence 254544). That authorisation dates from 15 May 2023.
The register records 2012 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Economics (University of Adelaide, 2009), DPML Margin Lending (Pinnacle Financial Services Academy, 2012) and Graduate Diploma in Global Wealth Management (University of Adelaide, 2013). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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.
Reviews
Nobody has reviewed Andrew Charles Surman here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Andrew Charles Surman a registered financial adviser?
Yes. Andrew Charles Surman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429657.
Which licensee does Andrew Charles Surman work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Andrew Charles Surman 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.