Andrew Barrett

Financial Adviser

ASIC adviser number:
001267533
Qualifications and training:

2018, Diploma of Financial Planning, , Kaplan Professional
2021, Bachelor of Business (Economics, Finance and Trade), Bachelor Degree (AQF 7), University of South Australia
2024, Aged Care, Other, Kaplan Professional
2024, FPC001B, Economic and Legal Context for Financial Planning, Graduate Certificate (AQF 8), Kaplan Professional
2024, FPC002B, Ethics and Professionalism in Financial Advice, Graduate Certificate (AQF 8), Kaplan Professional
2024, FPC007B, Client Engagement Skills, Graduate Certificate (AQF 8), Kaplan Professional
2024, Introduction to Self Managed Superannuation Funds, Other, Kaplan Professional
2025, FPC003 Superannuation and Retirement Advice, Graduate Certificate (AQF 8), Kaplan Professional

When adviser first provided advice:
2018
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
8 154 Fullarton Rd
Rose Park  SA  5067
AFS licence holder name:
Sgn Financial Pty Ltd
AFS licence number:
000490523
Licence controlled by:
Sgn Financial Pty Ltd ~ Ralph Wilson [Date Ceased: 20/07/2020]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».