Andrew Koulouris
About Me
Andrew is a professional, well-educated and experienced financial adviser who joined the Wealthpoint team in July 2023. He has studied Business, Accounting and Financial Planning.
Andrew has been a financial adviser since 2001 and had his own financial advisory practice on the Gold Coast for 15 years. Since then, Andrew has worked with a Top 4 Accounting Firm addressing Financial Planning Regulatory Compliance, Remediation and Compensation matters. Prior to this, Andrew gained a wealth of experience in Accounting & Business Management roles with particular interest in Commercial Real Estate, Hospitality and Venture Capital.
Andrew resides on the Gold Coast and enjoys the beach and hinterland and takes time out each day to walk his four-legged friend “Sally”. Andrew also enjoys bike riding, following the NRL and being involved in his adult children’s lives. Andrew’s favourite saying is “A dollar saved today and invested appropriately is worth two dollars tomorrow”.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Advanced Diploma
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Years of Experience 23 Years
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Licensed By Mawson Wealth Pty Limited
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Advice Fees From $3,200
Ashgrove, QLD 4060