Andrew Tate
SWITZER FINANCIAL GROUP PTY LTD · Sydney NSW 2000 · Advising since 2018
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001261293
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SWITZER FINANCIAL GROUP PTY LTD · AFSL 286531Since 19 September 2022
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTSep 2022 – presentSWITZER FINANCIAL GROUP PTY LTD · AFSL 286531
- CEASEDJul 2018 – Sep 2022CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDJan 2018 – Jul 2018AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Professional · 2021 · Bridging Course - Ethics
Bachelor of Business (Financial Planning)
RMIT University · 2017 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Andrew Tate claims the profile.
Reviews
Not yet reviewed
No client has reviewed Andrew Tate on Souffle yet.
Contacting Andrew Tate
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SWITZER FINANCIAL GROUP PTY LTD · AFSL 286531
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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