About Me

As a Certified Financial Planner and with over 25 years of experience Andrew has a passion in providing his clients with objective advice to guide them to achieve their financial and lifestyle goals.Andrew holds a Bachelor of Economics from ANU and a Masters of Commerce from UWS in Financial Planning. He also lectured on Financial Planning at the University of Technology in Sydney and is an active member of the Certified Financial Planners education taskforce.His speciality is providing advice to high-net-worth individuals, in particular senior executives who are transitioning into retirement.Areas of expertise include self-managed super funds and direct equity advice, as well as wealth creation, retirement planning and insurance.He is a member of Mensa Australia and enjoys playing golf, other sports and keeping his young daughter Molly out of mischief.