Financial Adviser
· MOSMAN, NSW
Andrew Eric Marchant
No disciplinary history on record with ASIC
MOSMAN,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271991
Andrew Eric Marchant is a financial adviser based in Mosman, New South Wales, with 8 years of experience in the financial services industry since 2018. Andrew is currently authorised under Minchin Moore Private Wealth. 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 Bachelor of Commerce (major accounting and finance) from University of Newcastle. Andrew is a member of Financial Advice Association of Australia (FAAA).
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
1997
Bachelor of Commerce (major accounting and finance)
University of Newcastle
2002
Graduate Diploma in Applied Finance and Investment
Securities Institute Australia
2002
Graduate Diploma in Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education