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  3. Andrew Peter Bailo

Andrew Peter Bailo

Name
Andrew Peter Bailo
ID
295529
ABN
–
First Provided Advice
2001

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2001 - Master of Business Administration - Masters Degree (AQF 9) - University of New England
  • 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
  • 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
  • 2009 - Graduate Certificate in Professional Accounting - Graduate Certificate (AQF 8) - University of New England
  • 2013 - Diploma of Accounting - Diploma (AQF 5) - TAFE QLD

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Planner AFP (FPA)
  • Institute of Public Accountants (IPA)
  • National Tax and Accountants Association (NTAA)

Licencee

Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Nov. 1, 2012
Ceased
Dec. 23, 2020
Status
Ceased
Licence Holder
Wealth Today Pty Ltd (#340289)
Commenced
Dec. 24, 2020
Ceased
Feb. 10, 2025
Status
Current
Licence Holder
Cobalt Advisers Pty ltd (#512550)
Commenced
Feb. 11, 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
Fiducian Financial Services Pty Ltd (#231103)
Commenced
May 4, 2011
Ceased
Oct. 28, 2012
Status
Ceased
Licence Holder
Wealth Managers Pty Ltd (#232701)
Commenced
Oct. 26, 2009
Ceased
April 1, 2011