Andrew Conn
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334883
- Location
- Miranda NSW 2228
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 11 December 2020
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Self Managed Superannuation Funds, Mentor Education (2014)
- Memberships
- Finance Brokers Association of Australia (FBAA); 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 Conn
Andrew Conn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Miranda, New South Wales (adviser number 000334883).
Andrew provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. The current authorisation started on 11 December 2020.
The register records 2009 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Advanced Diploma of Financial Planning (Kaplan Professional, 2013) and Self Managed Superannuation Funds (Mentor Education, 2014). Andrew is recorded as a member of Finance Brokers Association of Australia (FBAA) and 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 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 Conn a registered financial adviser?
Yes. Andrew Conn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334883.
Which licensee does Andrew Conn work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Andrew Conn 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.