Andrew Surman

Financial Adviser

ASIC adviser number:

000429657

Qualifications and training:

2009, Bachelor of Economics, Bachelor Degree (AQF 7), University of Adelaide
2012, DPML Margin Lending, Other, Pinnacle Financial Services Academy
2013, Graduate Diploma in Global Wealth Management, Graduate Diploma (AQF 8), University of Adelaide
2016, DFP5v1 Tax for Financial Advising, Other, Kaplan Professional
2016, TASACLv1 Commercial Law, Other, Kaplan Professional
2018, Accredited Aged Care Professional, Other, Aged Care Steps
2018, Diploma of Accounting, Diploma (AQF 5), Chisholm Institute
2024, Introduction to Self-Managed Superannuation Funds, Other, Kaplan Professional
2025, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:

2012

Membership of professional associations:

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA), Certified Financial Planner

Disciplinary action by ASIC:

None

Location:

Rowe Partners, 8 Church St
Port Augusta SA 5700

AFS licence holder name:

Gps Wealth Ltd

AFS licence number:

000254544

Licence controlled by:

Count Limited ~ Diverger Limited [Date Ceased: 25/03/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».