ANDREW CHARLES SURMAN
Financial Adviser · Rowville, VIC
📚 Qualifications & Training
2009 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
2012 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
2013 - Graduate Diploma in Global Wealth Management - Graduate Diploma (AQF 8) - University of Adelaide
2016 - DFP5v1 Tax for Financial Advising - Other - Kaplan Professional
2016 - TASACLv1 Commercial Law - Other - Kaplan Professional
2018 - Accredited Aged Care Professional - Other - Aged Care Steps
2018 - Diploma of Accounting - Diploma (AQF 5) - Chisholm Institute
2024 - Introduction to Self-Managed Superannuation Funds - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
ℹ️ 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.