ANDREW GEOFFREY SHAW
Financial Adviser · Mount Waverley, VIC
📚 Qualifications & Training
1995 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2001 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA Education
2003 - Financial Planning Construction and Review Course (DFP8) - Other - FPA Australia
2004 - CFP Certification Assessment (CFPC) - Other - FPA Australia
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP)
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.