Andrew Gaston – Financial Adviser

Adviser identifying number: 229292
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: ACCORD FINANCIAL SOLUTIONS PTY LTD
Licence number: 323379
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/05/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCORD FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 323379
Authorised Representative’s ABN:

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:

• Advance Diploma of Financial Services (Financial Planning) – Kaplan
• Associate Diploma of Accounting – TAFE
• Associate Diploma of Banking & Finance – TAFE
• Diploma of Management – Deakin University
• Self Managed Super Fund Course – Kaplan

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Ethical Adviser’s Cooperative
• Financial Services Institute of Australasia
• Institute of Public Accountants (IPA)
• SMSF Association

Andrew Gaston 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
• FHSA Issued non ADI