Andrew Groat
About Me
Andrew is a director and co-founder of GV Private Wealth. Andrew aims to deliver exceptional service and attention to detail to his clients. Andrew is passionate about helping his clients achieve their dreams and aspirations.
Andrew is highly skilled and experienced and has a strong technical background in many aspects of financial planning, including retirement planning, superannuation and wealth creation.
Andrew obtained his Master of Financial Planning in 2018 and is a member of the Financial Planning Association (FPA).
As a Private Client Adviser, a key driver for Andrew is making the complex, simple. Andrew understands that every client is unique, and he enjoys tailoring advice to suit their individual needs and objectives.
Andrew’s goal is to make a positive difference to his clients by logical, straight forward conversations to ensure even the most complex financial concepts are easy to understand.
Outside of the office, Andrew enjoys spending time with family, keeping fit and staying active. His interests include football and mountain biking.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Gps Wealth Ltd