Andrew John Proudfoot – Financial Adviser

Adviser identifying number: 1002633
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: MGD WEALTH LTD
Licence number: 222600
Licensee’s ABN: 53009079725
Licence controlled by: 3 TIMES 8 PTY LTD

The date the Financial Adviser commenced the appointment: 04/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MGD WEALTH LTD
Authorised Representative identifying number: 222600
Authorised Representative’s ABN: 53009079725

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 Degree – Economics – University of Queensland
  • Bachelor Degree – Law – University of Queensland
  • Diploma – Financial Services – Kaplan
  • Masters Degree – Taxation and Financial Planning – University of New South Wales

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

Andrew John Proudfoot 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