ANDREW TSIVICOS

Financial Adviser Β· Taylors Lakes, VIC

Registered

Registration Number

000297855

Registration Status

Registered

Location

Taylors Lakes, VIC 3038

Providing Advice Since

2010

Registration Date

18/12/2014

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

πŸ“š Qualifications & Training

1998 - Bachelor of Business (Management) - - Victoria University
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT)
2017 - Certificate IV in Finance and Mortgage Broking - - The National Finance Institute
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏒 Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

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.