ANDREW SZE YI TAN
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1996 - Bachelor of Commerce - - University of Queensland
1999 - Bachelor of Laws - - University of Queensland
2006 - Graduate Diploma of Applied Finance & Investment - - FINSIA
2007 - SDIA Accreditation Program Assessment - - SDIA / Deakin University
2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Ltd
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.