Financial Adviser
· BLACKBURN, VIC
Andrea Dawson
No disciplinary history on record with ASIC
BLACKBURN,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000476
Andrea Dawson is a financial adviser based in Blackburn, Victoria, with 14 years of experience in the financial services industry since 2012. Andrea is currently authorised under Capstone Financial Planning, operating through Paris Financial Services. Andrea holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrea's qualifications include a Master of Financial Planning from Kaplan Professional. Andrea 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2015
FPC0001B Economic and Legal Context for Financial Planning
Kaplan Professional
2017
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2018
Master of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register