Andrew James Walsh – Financial Adviser

Adviser identifying number: 1002176
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: MUTUAL TRUST PTY LTD
Licence number: 234590
Licensee’s ABN: 71004285330
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MUTUAL TRUST PTY LTD
Authorised Representative identifying number: 234590
Authorised Representative’s ABN: 71004285330

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:

• Bachelor of Commerce – Deakin University
• CFP Programme – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association
• Master of Business Administration – Deakin University

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

Andrew James Walsh 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