Andrew Thomas Dunbar
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326735
- Location
- Melbourne VIC 3000
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 1 June 2013
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, Monash University (2004); Bachelor of Economics, Monash University (2004); Self Managed Superannuation Funds, Kaplan (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Certified Financial Planner CFP, Financial Planning Association of Australia (2014)
- 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 Thomas Dunbar
On the Financial Advisers Register kept by ASIC, Andrew Thomas Dunbar appears as a current financial adviser in Melbourne, Victoria, adviser number 000326735.
Andrew provides advice as an authorised representative of Apt Wealth Partners Pty Ltd, which holds Australian financial services licence 436121. That authorisation dates from 1 June 2013.
The register records 2005 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Monash University, 2004), Bachelor of Economics (Monash University, 2004) and Self Managed Superannuation Funds (Kaplan, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Thomas Dunbar a registered financial adviser?
Yes. Andrew Thomas Dunbar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326735.
Which licensee does Andrew Thomas Dunbar work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Andrew Thomas Dunbar 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.