About Me

Providing high level strategic advice, Andrew specialises in retirement planning including maximising the benefits of self managed superannuation funds, defined benefit government super schemes and personal insurance. His advice is tailored to his client individual circumstances and takes into account superannuation, tax, insurance and investments to maximise and protect their individual and family wealth. Andrew has a Bachelor of Commerce majoring in Financial Planning and Finance from Deakin University and is a Certified Financial Planner (CFP).

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®