Andrew Tate
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001261293
- Location
- Sydney NSW 2000
- Licensee
- Switzer Financial Group Pty Ltd (AFSL 286531)
- Authorised since
- 19 September 2022
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2017); FPC002B Ethics and Professionalism in Financial Advice, 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Tate
On the Financial Advisers Register kept by ASIC, Andrew Tate appears as a current financial adviser in Sydney, New South Wales, adviser number 001261293.
Andrew provides advice as an authorised representative of Switzer Financial Group Pty Ltd, which holds Australian financial services licence 286531. The current authorisation started on 19 September 2022.
The register records 2018 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT University, 2017) and FPC002B Ethics and Professionalism in Financial Advice (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.
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Questions people ask
Is Andrew Tate a registered financial adviser?
Yes. Andrew Tate is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001261293.
Which licensee does Andrew Tate work under?
Switzer Financial Group Pty Ltd, Australian financial services licence 286531.
What can Andrew Tate 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.