Financial Adviser · CANTERBURY, VIC

Andrew Licciardi

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000435234

Currently at

Canterbury, VIC

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Andrew Licciardi is a financial adviser based in Canterbury, Victoria, with 15 years of experience in the financial services industry since 2011. Andrew is currently authorised under Devon Financial Services, operating through Devon Partners. 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 Certified Financial Planner (CFP) Program from Financial Planning Association of Australia. 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business (Economics / Finance & Management)

Swinburne University of Technology

2009

Graduate Certificate of Wealth Management

Deakin University

2010

Certified Financial Planner (CFP) Program

Financial Planning Association of Australia

2015

Aged Care Steps accreditation training program

- Aged Care Steps

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Devon Financial Services Pty Ltd

Sep 2022 - Present Current

Banyan Securities Pty Ltd

Feb 2018 - Sep 2022 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Oct 2015 - Jan 2018 Ceased

A.C.N. 133 593 012 PTY LTD

Jul 2014 - Sep 2015 Ceased

The Practice Wealth Management Pty Ltd

Feb 2013 - Jun 2014 Ceased

Akumin Financial Planning Pty Limited

Jun 2012 - Dec 2012 Ceased

Shadforth Financial Group Limited

Oct 2011 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register