ANDREW SHERLOCK
Financial Adviser · Gordon, NSW
📚 Qualifications & Training
2000 - RG146 Training Course - Retirement Planning - - Independent Cerntre of Financial Training
2003 - Chartered Accountant - Financial Planning Specialist - - The Institute of Chartered Accountants in Australia
2005 - The Strategist Group's Self Managed Superannuation Funds Adviser Course - - Tribeca
2006 - PS146 Knowledge Assessment - Core, Life and General Insurance, Securities, Derivatives - - Tribeca
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
🏢 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.