Andrew Weaver
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469829
- Location
- Miranda NSW 2228
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 13 November 2019
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2007); Master of Applied Finance (Financial Planning), Kaplan Professional (2013)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Weaver
Andrew Weaver is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Miranda, New South Wales (adviser number 000469829).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 13 November 2019.
According to the register, Andrew first provided financial advice in 2007. The qualifications listed for Andrew include Diploma of Financial Services (Financial Planning) (Mentor Education, 2007) and Master of Applied Finance (Financial Planning) (Kaplan Professional, 2013). Andrew is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Andrew Weaver a registered financial adviser?
Yes. Andrew Weaver is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469829.
Which licensee does Andrew Weaver work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Andrew Weaver 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."