Andrew Jewell
Financial Adviser in Carlton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250959
- Location
- Carlton VIC 3053
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 4 January 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Marketing), Charles Sturt University (2004); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Jewell
On the Financial Advisers Register kept by ASIC, Andrew Jewell appears as a current financial adviser in Carlton, Victoria, adviser number 001250959.
Andrew provides advice as an authorised representative of Industry Fund Services Limited, which holds Australian financial services licence 232514. The current authorisation started on 4 January 2017.
The register records 2017 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Business (Marketing) (Charles Sturt University, 2004), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2013) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Jewell a registered financial adviser?
Yes. Andrew Jewell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250959.
Which licensee does Andrew Jewell work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Andrew Jewell 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.