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
2022, FPC004 Insurance Advice, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2023, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education
2023, FPC007B Client Engagement Skills, Bridging Course, Behavioural Finance, Kaplan Higher Education
2024, Aged Care, Other, Kaplan Professional
2024, FPC001B Economic and Legal Context for Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2024, Introduction to Self Managed Superannuation Funds, Other, Kaplan Professional
2025, FPC003 Superannuation and Retirement Advice, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2026, FPC006 Taxation for Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited

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 ».