Ferdy Androu Utan
Financial Adviser in Norwest, New South Wales, Australia
Review Ferdy Androu Utan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003300
- Location
- Norwest NSW 2153
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 4 September 2024
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2008); Self Managed Superannuation Funds, Kaplan Professional (2009); Graduate Diploma of Applied Finance, Kaplan Professional (2016); Master of Financial Planning, Kaplan Higher Education Pty Limited (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Securities: advice is limited to approved model portfolios only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Ferdy Androu Utan
On the Financial Advisers Register kept by ASIC, Ferdy Androu Utan appears as a current financial adviser in Norwest, New South Wales, adviser number 001003300.
The licensee Ferdy advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 4 September 2024.
According to the register, Ferdy first provided financial advice in 2006. The qualifications listed for Ferdy include Advanced Diploma of Financial Planning (Kaplan Professional, 2008), Self Managed Superannuation Funds (Kaplan Professional, 2009) and Graduate Diploma of Applied Finance (Kaplan Professional, 2016). Ferdy is recorded as a member of Financial Advice Association of Australia (FAAA).
Ferdy is authorised to advise 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.
The register adds a condition to this authorisation: “Securities: advice is limited to approved model portfolios only.”
Reviews
Nobody has reviewed Ferdy Androu Utan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ferdy Androu Utan a registered financial adviser?
Yes. Ferdy Androu Utan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003300.
Which licensee does Ferdy Androu Utan work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Ferdy Androu Utan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: advice is limited to approved model portfolios only."