ANDREW CONLAN

Financial Adviser ยท Queenscliff, VIC

Registered

Registration Number

001000282

Registration Status

Registered

Location

Queenscliff, VIC 3225

Providing Advice Since

1999

Registration Date

18/09/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

1988 - Bachelor of Business - Bachelor Degree (AQF 7) - Ballarat College of Advanced Education
1999 - Master of Applied Finance - Masters Degree (AQF 9) - The University of Melbourne
2002 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2002 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2016 - SMSF - Other - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.