Financial Adviser · TONSLEY, SA

Andrew John Perkins

TONSLEY, SA
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001263531
Currently at
Phillip, ACT (firm address)

Andrew John Perkins is a financial adviser based in Tonsley, South Australia, with 8 years of experience in the financial services industry since 2018. Andrew is currently authorised under Independent Financial Advisers Australia, operating through Instructant Advisory. 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 Professional Accounting from University of Southern Queensland. Andrew is a member of CPA Australia (CPA) and Profession of Independent Financial Advisers (PIFA).

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

1995
Bachelor of Business
- University of Southern Queensland
1999
Graduate Certificate in Management
University of Southern Queensland
2001
Graduate Diploma in Financial Planning
Securities Institute
2010
Margin Lending and Geared Investments
Kaplan
2010
Master of Professional Accounting
University of Southern Queensland
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

LONSDALE FINANCIAL GROUP PTY LTD
Feb 2019 - Sep 2021 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Apr 2018 - Sep 2018 Ceased
Andrew John Perkins is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner.Not authorised to provide advice on Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register