Andrew Gaston

ABOUT

 

Accord Financial Solutions Pty Ltd is an independently owned financial planning firm based in Adelaide.  Accord provides a full range of financial planning services and advice on investment, superannuation / retirement, personal risk insurance, direct shares, gearing strategies, self-managed superannuation, CentreLink and employer superannuation plans. We believe financial planning involves the implementation of a lifetime strategy to help you achieve your goals in every stage and season of your life and includes the next generation.  Our staff will work with you to implement your personal financial strategy based on your needs and ethical concerns.  We are family & community conscious and enjoy sponsoring a number of community based organisations.

CONTACT INFO

 

Contact: Andrew Gaston

Email:andrew.gaston@accordfs.com.au

Phone: 08 8271 2688

Website: www.accordfs.com.au

Address: Suite 6, Level 1, 206 Greenhill Road, Eastwood SA 5063

Cert Symbol

CERTIFICATION DETAILS

Andrew Gaston Certification

Certified by RIAA Since:

2008

 

Dealer Group:

Accord Financial Solutions Pty Ltd

 

Qualifications:

  • Diploma of Accounting
  • Diploma of Banking & Finance
  • Advanced Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Course

 

Financial Adviser Since:

2001

 

Offering RI Advice Since:

2001

Responsible Investment Services Offered:

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Wills & Estate Planning

 

Responsible Investment Products:

  • Alphinity Socially Responsive Investment Fund (formerly Challenger Socially Responsive Investment Fund)
  • AMP Capital Sustainable Share Fund
  • Australian Ethical Balanced Trust
  • Australian Ethical Smaller Companies Trust
  • BT Sustainable Conservative Fund
  • Generation Global Sustainability Fund
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust
  • Perpetual Wholesale Ethical SRI Fund

 

DISCLAIMER: This information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or individual Financial Adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an Adviser.