ANDREW ALEXANDER GRACE

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001293731

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2022

Registration Date

04/11/2021

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2004 - Bachelor of Finance and Economics - Bachelor Degree (AQF 7) - Murdoch University
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT)
2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Central Queensland University (CQU)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.