ANDREW MCPHERSON
Financial Adviser · Warrnambool, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2011 - CPA - Professional Designations - CPA Australia
2016 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2018 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2020 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2023 - Diploma of Finance & Mortgage Broking Management - Diploma (AQF 5) - myFENG
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.