Andrew Dean Wallis
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259122
- Location
- Melbourne VIC 3000
- Licensee
- Health Professionals Plus Pty Ltd (AFSL 341220)
- Authorised since
- 30 September 2017
- First provided advice
- 1987
- Qualifications
- Bachelor of Engineering (Chem), University of Melbourne (1985); Diploma of Financial Markets and Applied Finance, FINSIA (1992); RG146 Self Managed Superannuation Funds, Financial Education Professionals (2019)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- 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 Dean Wallis
Andrew Dean Wallis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000259122).
Andrew provides advice as an authorised representative of Health Professionals Plus Pty Ltd, which holds Australian financial services licence 341220. That authorisation dates from 30 September 2017.
The register records 1987 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Engineering (Chem) (University of Melbourne, 1985), Diploma of Financial Markets and Applied Finance (FINSIA, 1992) and RG146 Self Managed Superannuation Funds (Financial Education Professionals, 2019). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
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 Dean Wallis a registered financial adviser?
Yes. Andrew Dean Wallis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259122.
Which licensee does Andrew Dean Wallis work under?
Health Professionals Plus Pty Ltd, Australian financial services licence 341220.
What can Andrew Dean Wallis 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.