Andrew Ewan Parrott – Financial Adviser

Adviser identifying number: 1004281
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: EQUIPSUPER FINANCIAL PLANNING PTY LTD
Licence number: 455010
Licensee’s ABN: 84124491078
Licence controlled by: EQUIPSUPER PTY LTD

The date the Financial Adviser commenced the appointment: 09/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUIPSUPER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000455010
Authorised Representative’s ABN: 84124491078

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • CFP – FPA
  • DipFP – Deakin
  • Kaplan Self Managed Superannuation Funds – Kaplan
  • Tier 1 Margin Lending – Personal Advice – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Andrew Ewan Parrott is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility