Andrew John Evans – Financial Adviser
Adviser identifying number: 238859
Status: Current
Adviser’s ABN: 37676885579
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: LIBERTAS FINANCIAL PLANNING PTY LTD
Licence number: 429718
Licensee’s ABN: 27160419134
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERTAS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 429718
Authorised Representative’s ABN: 27160419134
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:
- Advanced Diploma of Financial Planning – Securities Institute
- Margin Lending and Geared Investments – Kaplan
- SMSF101 specialist adviser course – The SMSF Academy
Relevant memberships of professional bodies or industry associations:
Andrew John Evans 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