Andrew is a Private Wealth Adviser in the North Sydney office for the Shadforth Financial Group.
Andrew is a CERTIFIED FINANCIAL PLANNER® practitioner and a Fellow of the Financial Services Institute of Australasia (FINSIA). He has completed a Graduate Diploma in Applied Finance and Investment with FINSIA (previously the Securities Institute of Australia) and a Diploma of Financial Planning with Deakin University. In 2015, he completed a Professional Diploma in Stockbroking with the Stockbrokers Association of Australia.
Andrew has served on the Shadforth Financial Group Investment Committee and holds a Bachelor of Commerce (Accounting) from University of Western Sydney. Andrew was recognised in The Australian’s Top 100 Financial Advisers in Australia, in association with Barron’s in 2022, and has been previously recognised in the Australian Financial Review Smart Investor Financial Planning Top 50 Master Class awards.
Andrew has been providing personal wealth management and financial advice solutions since 1996. Over this time he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio construction and management.
While analysis and research are at the heart of Andrew's technical skill set, it is the listening to and prioritising his clients' personal goals he is passionate about. Andrew appreciates that every person has their own unique objectives and preferences, it presents a great opportunity to explore, develop and adjust solutions over time. This all starts with creating a strong understanding of each client's cash flow position and then demonstrating the sensitivities between each of the financial options that are available.
Andrew has extensive experience advising senior executives, professionals and business owners and is highly motivated to assist these people in converting their current opportunities into lasting and sustained financial success. Andrew also particularly enjoys working with trustees and directors in the not-for-profit sector, where he helps develop investment strategies and cash flow models around the unique needs, goals and values of the organisation.
Andrew was recognised in the Australian's Top 100 Financial Advisers in Australia, in association with Barron's in 2022 and 2018.
Away from work, Andrew enjoys keeping fit and being active in the water or at the beach with his wife and three children.
Andrew helped us realise our financial goals by instilling in us a sense of discipline in the way we look at our financial investments and plan for our financial future. Andrew gives us confidence in what we are doing and has prevented us from making hasty decisions.
John and Penny Boyd
Andrew knows our goals and always adjusts our respective portfolios to the level of risk that we are comfortable with. He acts quickly, is well prepared and his follow through is always very prompt. He gives us confidence.
Garry and Angela Scott
Andrew has been advising me for 15 plus years. He understands me and consequently I have prospered. I have never felt pressured, his advice has always made me feel comfortable and was in the best interests of his client, namely me. His general knowledge of myself and my family gives great confidence.
William Black
Andrew has been advising and guiding me over many years and I have a great deal of respect for his professionalism and abilities, his grasp of the detail which inspires confidence in the options he presents along with his well considered and sound advice. Communication is key to a trusting relationship and in this regard, Andrew excels. His depth of financial knowledge and understanding is considerable, coupled with his ability to translate that into our superannuation, pensions, and tax positions, means our future is secure and well cared for.
Peter Cattlin
Shadforth has been there every step of the way and helped me with what I needed to do, how to do it, and made sure I didn’t pay more tax than I needed to. I totally relied on them and they’ve continued to be there to make sure I’ve remained on track to be financially secure both now and when I retire.
Helen Donnelly
