Our Team

With two decades of experience in financial advice, Andrew helps individuals, families, and business owners make confident decisions about their financial future. He is known for taking the time to understand each client’s priorities and translating complex financial matters into clear, practical strategies.

Andrew’s advice covers the full financial lifecycle such as investment strategy, superannuation including self‑managed super funds, personal insurance, estate considerations, and Centrelink planning. He also works with clients on wealth‑building strategies, gearing, salary packaging, and planning for major life transitions such as retirement.

A strong believer in collaborative advice, Andrew works closely with a trusted network of accountants, lawyers, lending specialists, and other professionals. This integrated approach ensures clients receive well‑coordinated advice that aligns their financial strategy with tax, legal, and broader personal objectives. 

Outside of his passion for family, friends and the wealth management profession, Andrew has been a regular performer at the Tamworth Country Music Festival under the stage name of 'Jax Tonic'. He also enjoys playing golf, tennis, running and fitness.