Andrew Mark Taveira
Financial Adviser in North Lakes, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005018
- Location
- North Lakes QLD 4509
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 2 February 2024
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Super Funds, Kaplan Professional (2015); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2016); Accredited Listed Product Adviser Program, Kaplan Professional (2022); Master of Financial Planning, Kaplan Professional (2022); Accredited Aged Care Professional Program, Aged Care Steps (2024)
- Memberships
- 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 Mark Taveira
Andrew Mark Taveira is a financial adviser in North Lakes, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001005018.
The licensee Andrew advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). That authorisation dates from 2 February 2024.
The register records 2011 as the year Andrew first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Self Managed Super Funds (Kaplan Professional, 2015). Andrew is recorded as a member of 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 Mark Taveira a registered financial adviser?
Yes. Andrew Mark Taveira is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005018.
Which licensee does Andrew Mark Taveira work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Andrew Mark Taveira 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.