Andrew Joseph Shakespeare
Financial Adviser in Broadmeadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323781
- Location
- Broadmeadow NSW 2292
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 28 March 2008
- First provided advice
- 2008
- Qualifications
- Graduate Diploma of Applied Finance and Investments, Securities Institute (2005); Graduate Diploma of Financial Planning, Finsia (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2010); Certified Financial Planner (CFP) Program, Financial Planning Association of Australia (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); MDRT - The Premier Association of Financial Professionals
- 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 Joseph Shakespeare
On the Financial Advisers Register kept by ASIC, Andrew Joseph Shakespeare appears as a current financial adviser in Broadmeadow, New South Wales, adviser number 000323781.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 28 March 2008.
According to the register, Andrew first provided financial advice in 2008. Qualifications and training on file include Graduate Diploma of Applied Finance and Investments (Securities Institute, 2005), Graduate Diploma of Financial Planning (Finsia, 2008) and Margin Lending and Geared Investments (Kaplan Professional Education, 2010). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA) and MDRT – The Premier Association of Financial Professionals.
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 Joseph Shakespeare a registered financial adviser?
Yes. Andrew Joseph Shakespeare is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323781.
Which licensee does Andrew Joseph Shakespeare work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Andrew Joseph Shakespeare 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.