With over 25 years of experience, Andrew is passionate about providing his clients with objective advice to guide them to achieve their financial and lifestyle goals.
His specialty is providing advice to high-net-worth individuals, particularly senior executives who are transitioning into retirement. His areas of expertise include self-managed super funds and direct equity advice, as well as wealth creation, retirement planning and insurance.
Andrew is a member of Mensa Australia and enjoys playing golf, engaging in other sports, and watching his daughter, Molly, play water polo.
Master of Commerce (Financial Planning), Bachelor of Economics, Diploma of Financial Planning, Certificate IV in Finance and Mortgage Broking, Ethics for Financial Services, Specialist accreditation Accredited Listed Product Adviser (ALPA), Specialist accreditation in SMSF, Specialist accreditation in Margin Lending, Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Canberra Office
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