andrew_caulfield

Andrew Caulfield

CFP®, CERTIFIED FINANCIAL PLANNER®,
Director

Andrew has 30 years experience in the Financial Services Industry.

In my leisure time, I enjoy going to the gym, riding my motor bike and spending time with my wife and children.

Advice I specialise in;

  • Retirement planning
  • Financial planning
  • Small business advice
  • Investment planning
  • Superannuation
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance

General advice I provide

  • Banking solutions

Qualifications

  • Diploma of Financial Planning, DipFP
  • Bachelor of Arts, BA
  • CERTIFIED FINANCIAL PLANNER TM, CFP®
  • Accredited Mortgage Consultant (AMC)
  • SMSF SPECIALIST ADVISOR TM

Memberships and Associations

  • Financial Planning Association FPA.
  • The Association of Financial Advisers, AFA.
  • Self Managed Super Fund Professionals’ Association of Australia (SPAA).
  • MFAA – Mortgage and Finance Association Australia

Experience

I have been in the Financial Services Industry for more than 30 years, which also includes a career in Investment Banking.

My areas of expertise are Retirement Planning, Self Managed Superannuation funds and Corporate Superannuation.

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