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AG

Andrew Gaston

Financial Adviser

Accord Financial Strategies
Eastwood, SA 5063

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About

Andrew Gaston is an ASIC-registered financial adviser based in Eastwood, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid educational foundation including an Associate Diploma of Accounting (TAFE, 1994), an Associate Diploma of Banking & Finance (TAFE, 1995), a Diploma of Management (Deakin University, 1998), a Self Managed Super Fund Course (Kaplan, 2007) and an Advance Diploma of Financial Services (Financial Planning) (Kaplan, 2010), Andrew possesses a wealth of knowledge and experience in the financial services industry. Andrew is a member of esteemed professional organizations such as the Chartered Institute for Securities and Investment, Ethical Adviser's Cooperative, the Institute of Public Accountants (IPA), and the SMSF Association, demonstrating his commitment to upholding the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, Andrew specialises in superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions SMSF advice Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000323379

Verify on ASIC Register

Authorised Representative Number

000229292

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Gaston offer?

Andrew Gaston provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Andrew Gaston's qualifications and professional memberships?

Andrew holds an Associate Diploma of Accounting, an Associate Diploma of Banking & Finance, a Diploma of Management, a Self Managed Super Fund Course certificate, and an Advance Diploma of Financial Services (Financial Planning). He is a member of the Chartered Institute for Securities and Investment, Ethical Adviser's Cooperative, the Institute of Public Accountants (IPA), and the SMSF Association.

What can I expect during my first consultation with Andrew?

During your initial consultation, Andrew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise overview of how he can help you achieve your financial objectives.

How does Andrew Gaston stay up-to-date with changes in the financial industry?

Andrew is committed to ongoing professional development and is a member of several professional organizations. This ensures he remains informed about the latest industry trends, regulations, and best practices, allowing him to provide the most relevant and effective advice to his clients.

Does Andrew Gaston specialise in SMSF advice?

Yes, Andrew has completed a Self Managed Super Fund Course and is a member of the SMSF Association, demonstrating his expertise in providing advice on Self Managed Super Funds.

Get in Touch

Contact Andrew directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.