Director/Financial Adviser
BCom, Dip Fp
As someone who values the concept of future planning and understands the benefits that come from well researched advice, Andrew was drawn to a career in Financial Planning.
He completed a Bachelor of Commerce from UWA majoring in Economics and Finance in the late 90’s which has proved invaluable in his role as an adviser. He is currently a registered Practitioner Member of the Association of Financial Advisers (AFA) and adheres to the AFA strict Code of Conduct: Principles of Practice.
Andrew’s career as a Financial Adviser has spanned over 20 years, commencing with Commonwealth Financial Planning then Citigroup before moving to his current company in 2007. He took up his role as the Principal Financial Adviser in 2011. His specialty is working with people to support them to reach their lifestyle goals and objectives by providing excellent financial advice in their pre-retirement life-stage in preparation for a comfortable retirement.
Andrew lives in Fremantle and is happily married to Kasey, has 4 children with 2 currently in high school. He has an extended family of 2 cats, 2 dogs, 2 guinea pigs and 3 chickens. Outside of finance, Andrew enjoys hiking with his family, riding his motor bike, travelling and currently learning to surf.