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- Andrew John Keay
Andrew John Keay
- Name
- Andrew John Keay
- ID
- 427297
- ABN
- –
- First Provided Advice
- 2012
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1987 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University
- 2002 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
- 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Three Sixty
- 2003 - Policy Statement 146 Knowledge Assessment - Certificate (AQF 1-4) - Integratec (Aust)
- 2012 - DPDR- Derivatives - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
- 2012 - DPML Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
- 2017 - DFPv2 Tax for Financial Advising - Other - Kaplan Professional
- 2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
- 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Madison Financial Group Pty Ltd (#246679)
- Commenced
- June 12, 2015
- Ceased
- March 2, 2025
- Status
- Current
- Licence Holder
- Wealthcycle Pty Limited (#560770)
- Commenced
- March 3, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Amalgamated Financial Services Pty Ltd (#407238)
- Commenced
- Aug. 9, 2016
- Ceased
- Aug. 10, 2016
- Status
- Ceased
- Licence Holder
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- Sept. 3, 2012
- Ceased
- Oct. 17, 2014
- Status
- Ceased
- Licence Holder
- Professional Wealth Services Pty Ltd (#312047)
- Commenced
- Oct. 20, 2014
- Ceased
- June 12, 2015