CPA, CFP®, BBus
There are few professions that combine technical knowledge, complexity of markets, and a human touch the way financial planning does. That’s why Andrew considers himself extremely fortunate to have chosen financial advice as his career.
For Andrew, it’s all about creating peace of mind. Nothing is more rewarding than helping his clients optimise their position to achieve life goals with the least amount of risk and greatest amount of certainty. Servicing clients who have trusted his advice for many years, Andrew’s industry experience includes owning/operating his own wealth business and senior roles with other advisory firms, including Macquarie Bank.
Today, a highlight of his career has been the friendships he’s made supporting families to achieve their goals and live their best lives. It’s a sentiment he echoes too – spending quality time with family and friends being at the top of his ‘more than money’ list.