Andrew Davies CFP®
About Me
My investment approach starts with you. Whether you are looking for wealth creation strategies or are focused on wealth preservation as you approach or settle into retirement, I can help you plan wise investment choices appropriate to your situation. I specialise in superannuation and investment advice concerning Australian shares and listed securities, particularly for Self Managed Superannuation Funds and I offer access to a wide range of share broker research and other relevant information.
Areas of Focus
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Honours Degree
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Years of Experience 24 Years
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Licensed By Pgw Financial Services Pty Ltd