Financial Adviser
· ST LUCIA, QLD
Andrew David Courtney
No disciplinary history on record with ASIC
ST LUCIA,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000471509
Andrew David Courtney is a financial adviser based in St Lucia, Queensland, with 11 years of experience in the financial services industry since 2015. Andrew is currently authorised under Legacy 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 Master of Commerce from University of Queensland. 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
2008
Bachelor Biomedical Science
Griffith University Queensland
2012
Master of Commerce
University of Queensland
2013
Diploma Financial Services ( Financial Planning )
Kaplan
2015
Advanced Diploma of Financial Planning
Kaplan
2015
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2025
Ethics and professionalism in financial advice
Ethics - Kaplan