CFP®, CERTIFIED FINANCIAL PLANNER®,
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
- Estate planning
- Salary packaging
- Wealth management
- Debt management
- Wealth protection
- Group insurance
- Company insurance
General advice I provide
- Banking solutions
- 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
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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