ADVISER PROFILE – Andrew Maciejewski

 

This Adviser Profile should be read in conjunction with the latest Financial Services Guide FSG V 2.1

Distribution of this Adviser Profile by the Authorised Representative detailed below has been approved by Gold, Australian Financial Services Licence Number 291389.

I, Andrew Maciejewski, am an Authorised Representative of Gold. The Australian Securities and Investments Commission (ASIC) have allocated me an Authorised Representative number, which is 255309.

Distribution of this Adviser Profile by the Authorised Representative detailed below has been approved by Gold, Australian Financial Services Licence Number 291389.

My education qualifications and experience

I have attained the necessary ASIC Regulatory Courses RG146.

I completed my Advanced Diploma of Financial Services in 2017.

I have also completed the Cavendish & ICFS Specialist Self Managed Superannuation Course for which I was awarded a High Distinction.

I regularly attend many educational courses and seminars in order to be up to date with the latest changes and updates in the Financial Services Industry.

I have been in the Financial Services Industry for over 20 years.

Before entering the financial sector, I graduated with an MSc degree from Poznan University, Poland.

I have been advising and servicing clients across Australia in the following:

  • Helping families to protect their income and assets from the uncertainties created by the potential disablement or premature death.
  • Helping business owners to protect their businesses from the risks that they, their business partners or their key employees who may become disabled.
  • Helping clients to maximise their incomes in retirement.

Products and Services

I have been authorised by Gold to provide personal advice on the following products and services:

  • Deposit and Payment Products;
  • Life Risk & Investment Life Insurance Products;
  • Retirement Savings Accounts;
  • Managed Investments;
  • Self Managed Superannuation Funds
  • Superannuation; and
  • Insurance within Self Managed Superannuation Funds.

I am also authorised to deal by way of applying for, acquiring, varying and disposing on the following products:

  • Deposit and Payment Products;
  • Life Risk & Investment Life Insurance Products;
  • Retirement Savings Accounts;
  • Managed Investments;
  • Self Managed Superannuation Funds
  • Superannuation; and
  • Insurance within Self Managed Superannuation Funds.

Gold does not allow me to:

  • act as a Trustee for you or operate a trust account on your behalf;
  • hold a Power of Attorney;
  • hold funds or have access to withdraw funds on your behalf; or
  • provide advice in specific consumer credit assistance, general insurance, credit, securities and margin lending.

How am I Remunerated?

When Gold receives either a fee or an initial or ongoing commission as a result of a recommendation I have made to you, Financial Advice in Perth Pty Ltd is paid 100% of the commission and fees paid to Gold.

I am the Director of Financial Advice in Perth Pty Ltd; and use drawings from the commissions and fees received.

Other benefits, interests or associations

From time to time either directly or indirectly (through professionally managed funds), I may own shares in various financial services companies who may in some capacity (product providers or fund managers, etc) have an interest in the products that I advise on. These conflicts will be recorded in my conflicts register and is available for review at your request. I may receive dividends from any of these companies if their operations are profitable and participate in their capital growth.

I may receive other non financial benefits from product providers whose products I recommend. Details of these benefits are recorded in my soft dollar register which is available for review at your request.

My contact details

Andrew Maciejewski
Financial Advice in Perth Pty Ltd
My office is located at:
14 Blenny Close, Cannington WA 6107
My mailing address is:
PO Box548, BentleyWA 6982

If you would like an appointment to discuss your financial needs and objectives in more detail, please contact me by:
Phone: 08 9451 1911
Fax: 08 9258 8227
email: Contact Us
web: www.financialadviceinperth.com.au

Issue Date: February 2019
Gold Financial Pty Ltd
ABN 50 113 653 946
Australian Financial Services Licence No. 291389