ANDREW PRICE
Financial Adviser · Monbulk, VIC
📚 Qualifications & Training
2001 - Diploma of Financial Advising - Advanced Diploma (AQF 6) - Securities Institute Education
2005 - Self Managed Superannuation Fund Concepts Workshops - Other - Financial Essnetials
2010 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2012 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education
2014 - ASX Listed Products Accreditation Course - Other - LPAC Online
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
Fellow of Financial Services Institute of Australasia (FINSIA)
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.