Andrew Gray McKinlay
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315061
- Location
- Osborne Park WA 6017
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 December 2025
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of Western Australia (1999); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Gray McKinlay
On the Financial Advisers Register kept by ASIC, Andrew Gray McKinlay appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000315061.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 15 December 2025.
The register records 2001 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Western Australia, 1999), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019). Andrew is recorded as a member of 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Andrew Gray McKinlay a registered financial adviser?
Yes. Andrew Gray McKinlay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315061.
Which licensee does Andrew Gray McKinlay work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Andrew Gray McKinlay 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."