ANDREW DEAN WALLIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1985 - Bachelor of Engineering (Chem) - - University of Melbourne
1992 - Diploma of Financial Markets and Applied Finance - - FINSIA
2019 - RG146 Self Managed Superannuation Funds - - Financial Education Professionals
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.