ANDREW MICHAEL GREVE

Financial Adviser ยท Mitcham, VIC

Registered

Registration Number

000298337

Registration Status

Registered

Location

Mitcham, VIC 3132

Providing Advice Since

2006

Registration Date

01/07/2012

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2000 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
2004 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2015 - Self Managed Superannuation Funds - Other - Kaplan Professional
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.