Andrew Thomas Barlow – Financial Adviser

Adviser identifying number: 1000300
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence number: 230637
Licensee’s ABN: 36076858494
Licence controlled by: WILLIAM BUCK (SA) PTY LTD

The date the Financial Adviser commenced the appointment: 03/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Authorised Representative identifying number: 230637
Authorised Representative’s ABN: 36076858494

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 – Kaplan
• Bachelor of Commerce (Corporate Finance, Accounting) – University of Adelaide
• Certificate IV in Finance & Mortgage Broking – Kaplan
• Certified Financial Planner – Financial Planning Association of Australia
• SMSF Specialist Advisor – SMSF Association

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

Andrew Thomas Barlow 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