Financial Adviser · SOUTH PERTH, WA

Andrew Alexander Grace

4 Years experience
Tax advice
authorised
ASIC Registered · ADV 001293731

Andrew Alexander Grace is a financial adviser based in South Perth, Western Australia, with 4 years of experience in the financial services industry since 2022. Andrew is currently authorised under Synchron Advice, operating through Sentier 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 Bachelor of Finance and Economics from Murdoch University.

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 Finance and Economics
Murdoch University
2010
Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2020
Graduate Diploma of Financial Planning
Central Queensland University (CQU)

Registration History

Sep 2023 - Present Current
Nov 2021 - Aug 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register