Financial Adviser
· SUTHERLAND, NSW
Andrew James Caulfield
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248617
About Andrew James Caulfield
Andrew James Caulfield is a financial adviser based in Sutherland, New South Wales, with 26 years of experience in the financial services industry since 2000. Andrew is currently authorised under Gj Private Group, operating through Gj 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 Diploma of Financial Planning from Financial Planning Association of Australia.
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
Diploma of Financial Planning
Financial Planning Association of Australia
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Mortgage & Finance Association of Australia (MFAA)
2013
Diploma of Finance and Mortgage Broking Management
Institute of Strategic Management
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register