Andrew Mackenzie CFP®

About Me

I am a client centric adviser with a focus on developing and maintaining long term relationships with like minded individuals. The key to any financial plan is understanding the lifestyle individuals wish to lead and then developing strategies that allow them to achieve their lifestyle and financial goals both now and in retirement. In addition to providing ongoing strategic advice to clients I am also sit on the firms investment committee. In my spare time I enjoy cycling, camping, snowboarding and travelling.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Imagineering Fs Pty Ltd
CERTIFIED FINANCIAL PLANNER®