Andrew Edward Zbik
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000329712
- Location
- Sydney NSW 2000
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 1 April 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Business Administration with the Bachelor in Laws, Macquarie University (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Graduate Diploma of Legal Practice, The College of Law (2008); SMSF Accreditation, Kaplan Professional (2009); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Edward Zbik
Andrew Edward Zbik is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000329712.
The licensee Andrew advises under is Advocate Advisory Pty. Ltd. (AFS licence 405576). The current authorisation started on 1 April 2020.
The register records 2008 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Business Administration with the Bachelor in Laws (Macquarie University, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Graduate Diploma of Legal Practice (The College of Law, 2008). Professional memberships recorded: SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 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 Edward Zbik a registered financial adviser?
Yes. Andrew Edward Zbik is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000329712.
Which licensee does Andrew Edward Zbik work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Andrew Edward Zbik give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending.