Andrew Groat

Gv Private Wealth

Silver
9 Yrs Experience
Wollongong, NSW 2500

Andrew is a director and co-founder of GV Private Wealth. Andrew aims to deliver exceptional service and attention to detail to his clients. Andrew is passionate about helping his clients achieve their dreams and aspirations.

Andrew is highly skilled and experienced and has a strong technical background in many aspects of financial planning, including retirement planning, superannuation and wealth creation.

Andrew obtained his Master of Financial Planning in 2018 and is a member of the Financial Planning Association (FPA).

As a Private Client Adviser, a key driver for Andrew is making the complex, simple. Andrew understands that every client is unique, and he enjoys tailoring advice to suit their individual needs and objectives.

Andrew’s goal is to make a positive difference to his clients by logical, straight forward conversations to ensure even the most complex financial concepts are easy to understand.

Outside of the office, Andrew enjoys spending time with family, keeping fit and staying active. His interests include football and mountain biking.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Gv Private Wealth

Suite 1a, Level 4, 166 Keira St
Wollongong, NSW 2500

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544