Andrew Grinsell
Financial Adviser in Neutral Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343147
- Location
- Neutral Bay NSW 2089
- Licensee
- AFSL Licensee Pty. Ltd. (AFSL 518453); CWP1 Licensee Services Pty Ltd (AFSL 700360)
- Authorised since
- 1 April 2024
- First provided advice
- 2009
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2012); Master of Financial Planning, Kaplan Professional (2017); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Grinsell
Andrew Grinsell is a financial adviser in Neutral Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000343147.
Advice is given under the Australian financial services licence of AFSL Licensee Pty. Ltd., licence number 518453. The register also lists CWP1 Licensee Services Pty Ltd (licence 700360). The current authorisation started on 1 April 2024.
According to the register, Andrew first provided financial advice in 2009. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Margin Lending and Geared Investments (Kaplan, 2011) and Self Managed Superannuation Funds (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Andrew is authorised to advise 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.
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Questions people ask
Is Andrew Grinsell a registered financial adviser?
Yes. Andrew Grinsell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343147.
Which licensee does Andrew Grinsell work under?
AFSL Licensee Pty. Ltd., Australian financial services licence 518453 and CWP1 Licensee Services Pty Ltd, Australian financial services licence 700360.
What can Andrew Grinsell 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.