Andrew Sue
Financial Adviser in North Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000234916
- Location
- North Parramatta NSW 2151
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 July 2003
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, The University of New South Wales (1981); Master of Commerce, The University of New South Wales (1983); Diploma of Financial Planning, Financial Planning Association of Australia (1995); Certified Financial Planner, Financial Planning Association of Australia (1996); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Institute of Chartered Accountants
- 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 Sue
Andrew Sue is a financial adviser in North Parramatta, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000234916.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 17 July 2003.
The register records 2004 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Commerce (The University of New South Wales, 1981), Master of Commerce (The University of New South Wales, 1983) and Diploma of Financial Planning (Financial Planning Association of Australia, 1995). Professional memberships recorded: Institute of Chartered Accountants.
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 Sue a registered financial adviser?
Yes. Andrew Sue is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234916.
Which licensee does Andrew Sue work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Andrew Sue 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.