Financial Adviser
· WODONGA, VIC
Andrew Clark
No disciplinary history on record with ASIC
WODONGA,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003011
Andrew Clark is a financial adviser based in Wodonga, Victoria, with 22 years of experience in the financial services industry since 2004. Andrew is currently authorised under Capstone Financial Planning, operating through Be Ready 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 Economics from La Trobe University. 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Economics
La Trobe University
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Self Managed Superannuation Funds
Kaplan Professional
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register