ANDREW GUY JEFFERY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - PS146 Compliance Program - Superannuation Module - - Securities Institute Education
2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University
2003 - Tier 1 Adviser Compliance Solution Specialist Knowledge - Derivatives - - Securities Institute Education
2014 - Foreign Exchange Accreditation Program - - Stockbrokers Association of Australia / DeakinPrime
2015 - Accredited Derivatives Adviser Level 1 - ADA1 - - Stockbrokers Association of Australia / DeakinPrime
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.