Data sourced from ASIC Financial Advisers Register
Financial Adviser · WOLLONGONG, NSW

Andrew Groat

WOLLONGONG, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008263
Currently at
Gv Private Wealth
Sydney, NSW (firm address)
View firm profile

Andrew Groat is a financial adviser based in Wollongong, New South Wales, with 11 years of experience in the financial services industry since 2015. Andrew is currently authorised under GPS Wealth, operating through Gv Private Wealth. 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 Financial Planning from Kaplan Higher Education. Andrew is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

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

2015
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education
2018
Master of Financial Planning
Kaplan Higher Education
2023
Accredited Aged Care Professional
Aged Care Steps
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

GPS Wealth Ltd
Feb 2022 - Present Current
Psk Advisory Services Pty Ltd
May 2016 - Jan 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jun 2015 - May 2016 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
May 2015 - May 2015 Ceased
MDA services are restricted to Limited Authority to Operate services. 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