ANDREW IAN LYON
Financial Adviser Β· Chermside West, QLD
π Qualifications & Training
1991 - Bachelor of Business (Accounting major) - Bachelor Degree (AQF 7) - Queensland University of Technology
1995 - CPA Program - Professional Designations - CPA Australia / Deakin University
2002 - RG146 Introductory Training Course (GK FP LI SC MI SP) - Diploma (AQF 5) - Count Wealth Accountants
2006 - RG146 Gap Assessment - Derivatives - Diploma (AQF 5) - MLC ThreeSixty
2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2018 - AFA Program FCHFP - Professional Designations - Kaplan Professional
2020 - Ethics and Professionalism - Bridging Course - Ethics - Kaplan Professional
π’ Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.