Jordan Wallace Peter Andrews
Financial Adviser in Melbourne, Victoria, Australia
Review Jordan Wallace Peter Andrews
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 number001007693
- Location
- Melbourne VIC 3000
- Licensee
- Onefocus Financial Services Pty Ltd (AFSL 402304)
- Authorised since
- 3 July 2023
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Banking & Finance), Victoria University (2005); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- CFP - Certified Financial Planner (FPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jordan Wallace Peter Andrews
Jordan Wallace Peter Andrews is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001007693.
Advice is given under the Australian financial services licence of Onefocus Financial Services Pty Ltd, licence number 402304. The current authorisation started on 3 July 2023.
According to the register, Jordan first provided financial advice in 2006. The qualifications listed for Jordan include Bachelor of Business (Banking & Finance) (Victoria University, 2005), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and 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.
Reviews
Nobody has reviewed Jordan Wallace Peter Andrews here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jordan Wallace Peter Andrews a registered financial adviser?
Yes. Jordan Wallace Peter Andrews is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007693.
Which licensee does Jordan Wallace Peter Andrews work under?
Onefocus Financial Services Pty Ltd, Australian financial services licence 402304.
What can Jordan Wallace Peter Andrews 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.