About Me

For more than 25 years Andrew has had a range of roles within the Australian investment management and financial planning field. He has worked for a variety of leading Australian companies including National Australia Financial Management, Norwich Union, AMP, Bank of Melbourne and Westpac. Andrew has also had senior management roles within the financial planning operations for a number of accounting practices. He has held a proper authority for over 25 years.Andrew is a Certified Financial Planner (CFP®) and a Life Risk Specialist (LRS®) with the Financial Planning Association of Australia. He holds a Master of Applied Finance (MAppFin), has a Graduate Diploma in Financial Planning (GDipFinPlanning), is a Fellow of the Financial Services Institute of Australasia (F Fin) and is a member of the Association of Financial Advisers (AFA).

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®