Financial Adviser · MULLUMBIMBY, NSW

Andrew Geoffrey Oakes

MULLUMBIMBY, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000472963

Currently at

Ri Advice Group

Sydney, NSW (firm address)

View firm profile

About Andrew Geoffrey Oakes

Andrew Geoffrey Oakes is a financial adviser based in Mullumbimby, New South Wales, with 24 years of experience in the financial services industry since 2002. Andrew is currently authorised under Ri Advice Group. 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.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

2016

Self Managed Superannuation Funds

Kaplan Professional Education

Registration History

Ri Advice Group Pty Ltd

May 2021 - Present Current

FINANCIAL SERVICES PARTNERS PTY LIMITED

Feb 2015 - May 2021 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Australia And New Zealand Banking Group Limited

Dec 2005 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register