Andrew Conlan
Financial Adviser in Queenscliff, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000282
- Location
- Queenscliff VIC 3225
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 March 2025
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Ballarat College of Advanced Education (1988); Master of Applied Finance, The University of Melbourne (1999); Certified Financial Planner, Financial Advice Association Australia (2002); Diploma of Financial Planning, FPA (2002); SMSF, Kaplan (2016)
- 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 Conlan
Andrew Conlan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Queenscliff, Victoria (adviser number 001000282).
Andrew provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 1 March 2025.
The register records 1999 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Business (Ballarat College of Advanced Education, 1988), Master of Applied Finance (The University of Melbourne, 1999) and Certified Financial Planner (Financial Advice Association Australia, 2002). 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 Conlan a registered financial adviser?
Yes. Andrew Conlan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000282.
Which licensee does Andrew Conlan work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Andrew Conlan 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.