ANDREW JOSEPH SHAKESPEARE
Financial Adviser · Broadmeadow, NSW
📚 Qualifications & Training
2005 - Graduate Diploma of Applied Finance and Investments - Investment Analysis Stream - - Securities Institute
2008 - Graduate Diploma of Financial Planning - - Finsia
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2014 - Certified Financial Planner (CFP) Program - - Financial Planning Association of Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
MDRT - The Premier Association of Financial Professionals
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.