Financial Adviser · BROADMEADOW, NSW

Andrew Joseph Shakespeare

BROADMEADOW, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000323781

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Andrew Joseph Shakespeare

Andrew Joseph Shakespeare is a financial adviser based in Broadmeadow, New South Wales, with 18 years of experience in the financial services industry since 2008. Andrew is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Certified Financial Planner (CFP) Program from Financial Planning Association of Australia. Andrew is a member of Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Graduate Diploma of Applied Finance and Investments

- Securities Institute

2008

Graduate Diploma of Financial Planning

Finsia

2010

Margin Lending and Geared Investments

Kaplan Professional Education

2010

Self Managed Superannuation Funds

Kaplan Professional Education

2014

Certified Financial Planner (CFP) Program

Financial Planning Association of Australia

Registration History

Matrix Planning Solutions Limited

Mar 2008 - Present Current

Source: ASIC Financial Advisers Register