Andrew John Boulds
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327630
- Location
- Deakin ACT 2600
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 10 July 2008
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2010); Master of Applied Finance, Kaplan Higher Education Pty Limited (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, 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 John Boulds
Andrew John Boulds is a financial adviser in Deakin, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000327630.
The licensee Andrew advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 10 July 2008.
According to the register, Andrew first provided financial advice in 2008. The qualifications listed for Andrew include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007), Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 John Boulds a registered financial adviser?
Yes. Andrew John Boulds is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327630.
Which licensee does Andrew John Boulds work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Andrew John Boulds 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; 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."