ANDREW FENTON

Financial Adviser ยท Moorooduc, VIC

Registered

Registration Number

000438624

Registration Status

Registered

Location

Moorooduc, VIC 3933

Providing Advice Since

2013

Registration Date

04/05/2016

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2002 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan
2014 - Cavendish & ICFS Specialist SMSF Course - Other - University of Adelaide
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.