About Me

Andrew is a leading advocate in portfolio management and wealth advisory services, consistently driving initiatives to stay at the forefront of best practices. With a minimum investment threshold of $2 million, he provides his clients with a competitive edge in the marketplace.

With extensive experience in portfolio management, retirement planning, and superannuation, Andrew specializes in strategic and structural advice for personal, company, superannuation, trusts, not-for-profits, and Significant Investor Visa (SIV) investing. He excels in asset allocation and portfolio construction, covering Australian and international shares, property, fixed income, cash, and direct and managed funds.

Andrew has been in the financial services sector since 2003. Before joining Morgan Stanley, he was an adviser with Commonwealth Private Bank, where he received the 'Commonwealth Private Adviser of the Year' award in 2009/2010 and the 'NSW Adviser of the Year' in 2014/2015. He has been recognized on Barron’s list of Australia’s top 100 advisers from 2020 to 2024. He holds a Master's in Applied Finance, a Diploma of Financial Services (Financial Planning), and a Graduate Diploma of Applied Finance and Investment.

Andrew applies the same discipline and tenacity to his professional life as he does to his athletic pursuits, having come within 0.3 seconds of an Olympic qualifying time in sprinting. Whether he's on the sprint track or managing wealth for his clients, he focuses on his goals with clarity and determination.

"When I'm at the starting line for a sprint or preparing for a rugby match, my focus on the goal is crystal clear. This mindset, combined with hard work, gives me a winning edge. I approach financial goals for my clients with the same dedication."

Beyond his professional achievements, Andrew is a dedicated father of four and a board member of Wesley College, a charity providing university scholarships to the underprivileged.

Andrew can be reached at 0412 121 146 for Wahroonga and North Shore areas, or at 9775 2087 for the City. The initial meeting is complimentary.