Financial Adviser · HARRINGTON PARK, NSW

Andrea Elmargi

HARRINGTON PARK, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000247527

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Andrea Elmargi

Andrea Elmargi is a financial adviser based in Harrington Park, New South Wales, with 25 years of experience in the financial services industry since 2001. Andrea is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Andrea holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrea's qualifications include a Bachelor of Commerce (Financial Services) from University of Western Sydney.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce (Financial Services)

University of Western Sydney

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Aware Financial Services Australia Limited

Dec 2019 - Jun 2023 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Sep 2019 - Nov 2019 Ceased

Australia And New Zealand Banking Group Limited

Mar 2005 - Apr 2019 Ceased

Permitted: - Managed Investment Schemes, excluding IDPS - IDPS only Not permitted: - SMSF

Source: ASIC Financial Advisers Register