ANDREW VANCE CLEGG
Financial Adviser · Ulladulla, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce (includes Commercial Law) - Bachelor Degree (AQF 7) - University of Wollongong
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (FINSIA)
2011 - Specialist SMSF course - Other - International Centre for Financial Services University of Adelaide
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Tax Financial Advising / Taxation Law - Other - 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.