Andrew Dobbin
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240309
- Location
- Sydney NSW 2000
- Licensee
- Escala Wealth Management Pty Ltd (AFSL 456207)
- Authorised since
- 8 November 2021
- First provided advice
- 2010
- Qualifications
- Bachelor of Accounting, University of Technology (2003); ASX Accredited Derivatives Adviser Level Two, Kaplan (2010); Core 1 Securities & Managed Investments Accreditation Program, Deakin (2010); Ethics & Professionalism in Financial Advice, Kaplan (2020); Tier 1 Superannuation, Kaplan Professional (2026)
- Memberships
- Institute of Chartered Accountants of Australia
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Dobbin
Andrew Dobbin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001240309).
The licensee Andrew advises under is Escala Wealth Management Pty Ltd (AFS licence 456207). That authorisation dates from 8 November 2021.
The register records 2010 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Accounting (University of Technology, 2003), ASX Accredited Derivatives Adviser Level Two (Kaplan, 2010) and Core 1 Securities & Managed Investments Accreditation Program (Deakin, 2010). Andrew is recorded as a member of Institute of Chartered Accountants of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, 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 Dobbin a registered financial adviser?
Yes. Andrew Dobbin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240309.
Which licensee does Andrew Dobbin work under?
Escala Wealth Management Pty Ltd, Australian financial services licence 456207.
What can Andrew Dobbin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts.