About Me

Andrew Weaver AFP, M.AppFin, DipFS(FP), JPMy business is based in Miranda between the train station and Westfield. It’s a family business run by my wife, Lisa, and I. We are Sutherland Shire locals living close by in Gymea Bay along with our two teenage sons and four dogs.I have been in the financial services industry for nearly 20 years, working for a global bank in a national role in unsecured credit products, running a mortgage broking business in the city and many years working in Australian banking. My knowledge of Australian Financial Services is broad and deep.I have been a financial planner since 2007. The first few years were spent helping my clients navigate the Global Financial Crisis, which meant I was far better prepared to help them through the coronavirus pandemic and the impacts to their financial situations.I specialise in pre and post retirement planning helping my clients better manage what can be a really stressful time in their life, helping them understand how they can transition into retirement and still maintain the lifestyle they want and an income to support that lifestyle. This will often include making sure each and every client is maximising their Centrelink entitlements.I really love my job and I am so grateful for the faith and trust my clients put in me every day. I never take it for granted and relish the responsibility I am given. To constantly improve my knowledge and skills and to make me a better adviser I have undertaken extensive education over the years. I hold a Master of Applied Finance, majoring in Financial Planning, a Diploma of Financial Services (Financial Planning) and am also a Justice of the Peace.I would really value the opportunity to talk to you about your situation to see how I can help you.