Financial Adviser
· NEUTRAL BAY, NSW
Andrew Grinsell
No disciplinary history on record with ASIC
NEUTRAL BAY,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343147
About Andrew Grinsell
Andrew Grinsell is a financial adviser based in Neutral Bay, New South Wales, with 17 years of experience in the financial services industry since 2009. Andrew is currently authorised under Cwp1 Licensee Services, operating through Wealth Partner 7. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Master of Financial Planning from Kaplan Professional. Andrew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan
2012
Self Managed Superannuation Funds
Kaplan
2017
Master of Financial Planning
Kaplan Professional
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional