Financial Adviser
· CARLTON, VIC
Andrew Jewell
No disciplinary history on record with ASIC
CARLTON,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250959
Licensee
Melbourne, VIC (licence address on ASIC register)
About Andrew Jewell
Andrew Jewell is a financial adviser based in Carlton, Victoria, with 9 years of experience in the financial services industry since 2017. Andrew works at Industry Fund Services, which is licensed through Industry Fund Services Limited. 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 Bachelor of Business (Marketing) from Charles Sturt University. Andrew is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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
2004
Bachelor of Business (Marketing)
Charles Sturt University
2013
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional