Andrew Price
Financial Adviser in Boronia, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246115
- Location
- Boronia VIC 3155
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 13 December 2021
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Advising, Securities Institute Education (2001); Self Managed Superannuation Fund Concepts Workshops, Financial Essnetials (2005); Certified Financial Planner (CFP) Education Program, FPA Australia (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Master of Applied Finance, Kaplan Higher Education (2012); ASX Listed Products Accreditation Course, LPAC Online (2014); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2021)
- Memberships
- Certified Financial Planner (CFP) of FAAA; Fellow of Financial Services Institute of Australasia (FINSIA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Price
Andrew Price is a financial adviser in Boronia, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000246115.
The licensee Andrew advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 13 December 2021.
The register records 1996 as the year Andrew first provided financial advice. Qualifications and training on file include Diploma of Financial Advising (Securities Institute Education, 2001), Self Managed Superannuation Fund Concepts Workshops (Financial Essnetials, 2005) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2010). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA, Fellow of Financial Services Institute of Australasia (FINSIA) and SMSF Association.
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Price a registered financial adviser?
Yes. Andrew Price is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246115.
Which licensee does Andrew Price work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Andrew Price give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.