Andrew Buchan Financial Planner Report

Name:
Andrew Maurice Buchan

Rep Number:
000241022

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Southern Queensland
Bachelor of Business
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
Securities Institute Education
Graduate Diploma in Applied Finance and Investment

Memberships
Chartered Accountants Australia and New Zealand (CA)
FINSIA
Financial Planning Association of Australia (FPA)
SMSF Association