Andrew Stuart Grey
Financial Adviser in Cleveland, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003449
- Location
- Cleveland QLD 4163
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 3 August 2020
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2004); Margin Lending and Geared Investments, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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
- Restriction
- Superannuation excludes SMSF advice and Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Stuart Grey
Andrew Stuart Grey is a financial adviser in Cleveland, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003449.
Andrew provides advice as an authorised representative of Infocus Securities Australia Pty Ltd, which holds Australian financial services licence 236523. That authorisation dates from 3 August 2020.
According to the register, Andrew first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Advising (Securities Institute of Australia, 2004), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Graduate Diploma of Financial Planning (Kaplan Professional, 2021). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation excludes SMSF advice and Securities excludes direct equities advice.”
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Questions people ask
Is Andrew Stuart Grey a registered financial adviser?
Yes. Andrew Stuart Grey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003449.
Which licensee does Andrew Stuart Grey work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Andrew Stuart Grey 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. It also records this restriction: "Superannuation excludes SMSF advice and Securities excludes direct equities advice."