About Me

Andrew assists families with with over $2m of investable money, creating bespoke portfolios tailored to meet their individual needs and objectives. He works with wholesale investors providing access to investment opportunities both domestically and internationally.

Andrew has a broad range of experience encompassing investment management, tax minimisation, debt management, asset protection, retirement planning and estate planning allowing him to guide his clients to their ideal financial position. Andrew is a recipient of the FPA Prize in Financial Planning and is regularly quoted in the media. He holds a Master of Financial Planning (UNSW), a Post-Graduate Certificate of Applied Finance (Macquarie University) and a range of specialist qualifications.