Andrew Michael Ames
Financial Adviser in Greensborough, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002925
- Location
- Greensborough VIC 3088
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 17 December 2021
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) (2006); Graduate Diploma of Financial Planning, Kaplan Professional (2012); Master of Applied Finance, Kaplan Professional (2014); Certified Financial Planner (CFP), Financial Planning Association of Australia (2017); Ethics & Professionalism in Financial Advice, Kaplan Professional (2021); SMSF Foundations Course, Smarter SMSF (2022)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Michael Ames
Andrew Michael Ames is a financial adviser in Greensborough, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002925.
Andrew provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 17 December 2021.
The register records 2006 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust), 2006), Graduate Diploma of Financial Planning (Kaplan Professional, 2012) and Master of Applied Finance (Kaplan Professional, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Andrew Michael Ames a registered financial adviser?
Yes. Andrew Michael Ames is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002925.
Which licensee does Andrew Michael Ames work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Andrew Michael Ames 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."