Andrew has been providing personal wealth management and financial advice since 1996. Over this time he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management.
Andrew has a Bachelor of Commerce (Accounting) from University of Western Sydney. He is a Certified Financial Planner™ practitioner and has completed the Graduate Diploma in Applied Finance and Investment with the Securities Institute of Australia. He is a Fellow of FINSIA and previously an SFG Investment Committee member.
Creating a strong understanding of each client’s cash flow is central to Andrew’s approach and this is specific to clients including senior executives, professionals and business owners (current and former). He also has extensive experience in the not-for-profit sector through developing investment strategies and working closely with the respective Board members. Andrew has presented at financial services events and been a regular contributor to the financial media including newspapers, magazines and other publications.
Andrew enjoys the outdoors with his wife and three children and gains great satisfaction from coaching his kids at local junior sporting clubs.