Jamie Andersen
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311734
- Location
- Chatswood NSW 2067
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 May 2021
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Finance & Accounting), University of Technology Sydney (2002); Diploma of Financial Services (Financial Planning), The Commonwealth Bank of Australia (2004); ASX Accredited Listed Product Adviser Program, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2014); SMSF Knowledge, Monarch Institute (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jamie Andersen
On the Financial Advisers Register kept by ASIC, Jamie Andersen appears as a current financial adviser in Chatswood, New South Wales, adviser number 000311734.
Jamie provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 15 May 2021.
According to the register, Jamie first provided financial advice in 2002. The qualifications listed for Jamie include Bachelor of Business (Finance & Accounting) (University of Technology Sydney, 2002), Diploma of Financial Services (Financial Planning) (The Commonwealth Bank of Australia, 2004) and ASX Accredited Listed Product Adviser Program (Kaplan Professional, 2011).
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.
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Questions people ask
Is Jamie Andersen a registered financial adviser?
Yes. Jamie Andersen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311734.
Which licensee does Jamie Andersen work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jamie Andersen 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.