ANDREW JAMES WALSH

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001002176

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2000

Registration Date

12/03/2008

Financial Services Licensee

MUTUAL TRUST PTY LTD

Licence #000234590

πŸ“š Qualifications & Training

2003 - Diploma of Financial Planning - - Financial Planning Association
2004 - CFP Programme - Professional Designations - Financial Planning Association
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2009 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.