Financial Adviser · TRARALGON, VIC

Andrew Kays

TRARALGON, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001237391

Currently at

Terree

Melbourne, VIC (firm address)

View firm profile

Andrew Kays is a financial adviser based in Traralgon, Victoria, with 9 years of experience in the financial services industry since 2017. Andrew is currently authorised under Capstone Financial Planning. 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 Graduate Diploma of Financial Planning from Kaplan Professional. Andrew is a member of Financial Advice Association of Australia (FAAA) and The Finance Brokers Association of Australia Limited (FBAA).

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Certificate IV Finance & Mortgage Broking

Kaplan Professional

2017

Diploma of Financial Planning

Kaplan Professional

2020

Economic and Legal Context for Financial Planning FPC0001B

Kaplan Professional

2022

FPC006 Taxation for Financial Planning

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

2025

SMSF Regulations and Taxation

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Apr 2018 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

GPS Wealth Ltd

Jul 2017 - Apr 2018 Ceased

Excludes Self-Managed Super Funds

Source: ASIC Financial Advisers Register