MAppFin, MFinPlan, DipFin Planning, CFP®
Andrew has almost 30 years’ experience in financial services, including the last 20 years as a financial planner.
Prior to specialising in financial planning, he spent almost a decade working for one of Australia’s largest financial institutions, which provided invaluable experience, ongoing training and whetted his appetite for continuous learning.
After working for a Melbourne based financial planning firm in 2004 Andrew established a financial planning practice in Geelong, which has continued to flourish to this day.
Andrew has undertaken extensive studies in order to ensure his clients have access to the best available ongoing advice. As well as tertiary qualifications including a Master’s Degree in Personal Financial Planning and a Masters Degree in Applied Finance, Andrew is a Certified Financial Planner™ practitioner.
Over the years Andrew has been recognised as one of the top 50 financial planners in Australia in the AFR Smart Investor magazine’s Masterclass for Financial Planning. The award is recognition of Andrew’s high level of knowledge and expertise enabling him to provide exceptional advice to his clients.
With a detailed understanding of superannuation legislation and strategies available including Self-Managed Superannuation Funds, and a commitment to ongoing education Andrew is constantly looking at implementing the very best financial strategies and refining investment and insurance solutions to provide his clients with high quality financial planning advice.