Andrew Clark
Financial Adviser in Wodonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003011
- Location
- Wodonga VIC 3690
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 18 December 2019
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, La Trobe University (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional (2004); Ethics & Professionalism in Financial Advice, Kaplan Professional (2019); Self Managed Superannuation Funds, Kaplan Professional (2020); Client Engagement Skills, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Clark
Andrew Clark is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wodonga, Victoria (adviser number 001003011).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 18 December 2019.
The register records 2004 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Economics (La Trobe University, 2004), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2004) and Ethics & Professionalism in Financial Advice (Kaplan Professional, 2019). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Clark a registered financial adviser?
Yes. Andrew Clark is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003011.
Which licensee does Andrew Clark work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Andrew Clark 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.