Specialist in:

Practices out of:

Perth
Level 28, Central Park, 152-158 St Georges Terrace
Perth, WA, 6000
Telephone: 08 9324 6000
Fax: 08 9321 3092

Andrew Pidgeon

Private Client Adviser

About Andrew

Andrew is a Private Client Adviser in the Perth office for the Shadforth Financial Group.

Education and experience

Andrew holds a Bachelor of Economics from the University of Western Australia and a Graduate Diploma in Financial Planning through FINSIA (previously the Securities Institute of Australia). He has SMSF Specialist Adviser Accreditation through the Self Managed Superannuation Fund Association, ASX Listed    Products Adviser accreditation, and has completed Foundation Training in Collaborative Law from Collaborative Professionals WA.

Having joined the Shadforth Financial Group in 1998 under the Graduate Recruitment program, Andrew held roles in portfolio administration, paraplanning and investment research before moving into an advisory role in 2003.

Andrew has the qualifications and experience to provide advice across all aspects of financial planning, including superannuation and retirement planning, wealth accumulation, risk management and life insurances. Self managed superannuation funds is an area that Andrew has specialised in through further    studies and many years of experience. Andrew is also highly skilled in portfolio construction and investment advice, incorporating managed funds and direct equities.

Andrew was recognised in the Australian's Top 50 Financial Advisers in Australia, in association with Barron's in 2018.

Outside of work

Away from work, Andrew enjoys spending time with his young family, woodworking, golf,riding, surfing and camping.

Blogs by Andrew Pidgeon

Pass or fail? Your financial health check

30 Jan 2015

​When was the last time you reviewed your financial position and asked yourself whether the plans you have in place are still appropriate given your current circumstances, or is there more you could be doing to get you where you want to be?

The pitfalls of moving overseas with a Self Managed Super Fund

10 Nov 2013

If you have a Self Managed Super Fund (SMSF) then like many trustees the chances are you are probably unaware of a rule which requires what is known as the central management and control of your SMSF to be conducted within Australia.

Borrowing inside superannuation – Beware the cash flow trap

05 Jul 2013

An area where I am receiving more and more enquiries is in regards to the borrowing provisions within superannuation. Commonly, clients are interested in buying an investment property within their self managed superannuation fund (SMSF), and utilising some borrowings to fund part of the purchase.

Have you checked the health of your SMSF lately?

20 Jun 2013

With the Global Financial Crisis (GFC) still fresh in investors' minds, I often get asked, "how do you know the stock market will continue to go up?"

Six Ways to Avoid Financial Disasters

23 Apr 2013

For the most part, the period since the Global Financial Crisis (GFC) has been characterised by years of market volatility, and with 'risk aversion' the dominant theme across the globe. We only have to look at bond yields to know that investors have craved capital security, regardless of return.