Financial Adviser · BURSWOOD, WA

Andrew Luke Dos Santos

BURSWOOD, WA

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001263919

Currently at

Gallagher Benefits

Brisbane, QLD (firm address)

View firm profile

Andrew Luke Dos Santos is a financial adviser based in Burswood, Western Australia, with 8 years of experience in the financial services industry since 2018. Andrew is currently authorised under Gallagher Benefit Services, operating through Gallagher Benefits. 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 (Accounting and Finance) from Murdoch 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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Certificate II in Business

Challenger Institute of Technology

2012

Bachelor of Commerce (Accounting and Finance)

Murdoch University

2015

Diploma of Share Trading and Investment

Wealthwithin Institute

2017

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Gallagher Benefit Services Pty Ltd

Jan 2025 - Present Current

Mont Partners Pty Ltd

Aug 2020 - Jan 2025 Ceased

Akumin Financial Planning Pty Limited

Nov 2018 - Feb 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Count Financial Limited

May 2018 - Nov 2018 Ceased

Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register