Andrew Neil Prince – Financial Adviser

Adviser identifying number: 230507
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD

The date the Financial Adviser commenced the appointment: 20/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 357306
Authorised Representative’s ABN: 54139889535

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:

  • ALPA – Kaplan
  • Certificate IV in Financial Services (Finance/Mortgage Broking) – AAMC Training Group
  • Certified Financial Planner – Financial Planning Association of Australia
  • Diploma of Financial Planning – Financial Planning Association of Australia
  • SMSF – Mentor

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

Andrew Neil Prince 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility