Financial Adviser · PORT AUGUSTA, SA

Andrew Charles Surman

PORT AUGUSTA, SA

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000429657

Currently at

Rowe Partners Wealth Advisors

Sydney, NSW (firm address)

View firm profile

About Andrew Charles Surman

Andrew Charles Surman is a financial adviser based in Port Augusta, South Australia, with 14 years of experience in the financial services industry since 2012. Andrew is currently authorised under GPS Wealth, operating through Rowe Partners Wealth Advisors. 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 Economics from University of Adelaide. Andrew is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2009

Bachelor of Economics

University of Adelaide

2012

DPML Margin Lending

Pinnacle Financial Services Academy

2013

Graduate Diploma in Global Wealth Management

University of Adelaide

2016

DFP5v1 Tax for Financial Advising

Kaplan Professional

2016

TASACLv1 Commercial Law

Kaplan Professional

2018

Accredited Aged Care Professional

Aged Care Steps

2018

Diploma of Accounting

Chisholm Institute

2024

Introduction to Self-Managed Superannuation Funds

Kaplan Professional

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

GPS Wealth Ltd

May 2023 - Present Current

Security National Financial Services Pty. Ltd.

May 2022 - Feb 2023 Ceased

Count Financial Limited

Oct 2012 - May 2022 Ceased

Source: ASIC Financial Advisers Register