Andrew Ian Lyon
Financial Adviser in Chermside West, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249990
- Location
- Chermside West QLD 4032
- Licensee
- Preferred Financial Services Pty Ltd. (AFSL 521777)
- Authorised since
- 7 October 2020
- First provided advice
- 1998
- Qualifications
- Bachelor of Business (Accounting major), Queensland University of Technology (1991); CPA Program, CPA Australia / Deakin University (1995); RG146 Introductory Training Course (GK FP LI SC MI SP), Count Wealth Accountants (2002); RG146 Gap Assessment, MLC ThreeSixty (2006); RG146 Provide advice in Margin Lending, MLC ThreeSixty (2011); AFA Program FCHFP, Kaplan Professional (2018); Ethics and Professionalism, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Ian Lyon
On the Financial Advisers Register kept by ASIC, Andrew Ian Lyon appears as a current financial adviser in Chermside West, Queensland, adviser number 000249990.
The licensee Andrew advises under is Preferred Financial Services Pty Ltd. (AFS licence 521777). That authorisation dates from 7 October 2020.
According to the register, Andrew first provided financial advice in 1998. Qualifications and training on file include Bachelor of Business (Accounting major) (Queensland University of Technology, 1991), CPA Program (CPA Australia / Deakin University, 1995) and RG146 Introductory Training Course (GK FP LI SC MI SP) (Count Wealth Accountants, 2002). Andrew is recorded as a member of CPA Australia (CPA) and 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.
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Questions people ask
Is Andrew Ian Lyon a registered financial adviser?
Yes. Andrew Ian Lyon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249990.
Which licensee does Andrew Ian Lyon work under?
Preferred Financial Services Pty Ltd., Australian financial services licence 521777.
What can Andrew Ian Lyon 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; standard margin lending.