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Andrew Inglis

Andrew Inglis

Financial Adviser

Hobart, TAS 7000

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About

Andrew Inglis is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Andrew brings a wealth of knowledge and experience to his practice, underpinned by a Bachelor of Commerce from the University of Tasmania (1981) and a Graduate Diploma in Financial Planning from FINSIA (2007). His commitment to ongoing professional development is demonstrated through his Accredited Derivatives Advisers Level 1 certification from ASIC (2015), a Margin Lending Statement of Attainment from Kaplan Professional (2016) and completion of Ethics and Professional Relationships training at QUT (2020). Authorised to provide advice on a broad range of financial products, Andrew specialises in superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. He is passionate about empowering clients with the knowledge and strategies they need to make informed financial decisions. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning 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 Derivatives Government Debt Securities Superannuation advice Retirement planning Wealth accumulation Risk management Investment strategies Insurance solutions Derivatives advice

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

000235410

Verify on ASIC Register

Authorised Representative Number

001000151

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Inglis provide?

Andrew Inglis specialises in superannuation advice, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. He can help you with various aspects of your financial planning needs.

What are Andrew Inglis's qualifications and experience?

Andrew holds a Bachelor of Commerce from the University of Tasmania and a Graduate Diploma in Financial Planning from FINSIA. He also has specialist accreditation in derivatives and margin lending.

How does the financial planning process work with Andrew Inglis?

The process typically involves an initial consultation to understand your financial goals, followed by the development of a tailored financial plan. Andrew will then work with you to implement the plan and provide ongoing support and advice.

What can I expect from a consultation with Andrew Inglis?

During a consultation, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals and objectives, and an explanation of the strategies and products that may be suitable for you.

Does Andrew Inglis provide advice to SMSFs?

Yes, Andrew is qualified to provide superannuation advice, which includes advice related to Self-Managed Superannuation Funds (SMSFs).

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.