ANDREW SUE

Financial Adviser ยท North Parramatta, NSW

Registered

Registration Number

000234916

Registration Status

Registered

Location

North Parramatta, NSW 2151

Providing Advice Since

2004

Registration Date

17/07/2003

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

1981 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales
1983 - Master of Commerce - Masters Degree (AQF 9) - The University of New South Wales
1995 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
1996 - 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

Institute of Chartered Accountants

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.