Andrew Barlow

William Buck (SA) Pty Ltd

Silver
8 Yrs Experience
Adelaide, SA 5000

His passion and enthusiasm for all things finance has been a driving force in developing his skills in financial planning. He views each new challenge as another great opportunity to sharpen his skillset across the strategies and products available to his clients, whilst simultaneously providing them high quality advice options and recommendations.

Andrew’s empathetic and friendly nature is complemented by his strong technical skills and this balanced approach has enabled him to achieve great results for his clients across investment management, risk insurance, superannuation and wealth accumulation strategies.

His specialist and family connections in the health industry includes a superior knowledge in Super SA strategies and the financial life stages of a health professional.

Working with rural clients is also a particular passion for Andrew and he enjoys visiting many clients’ properties to better understand their farming establishment.

Andrew believes the best preparation for working with clients is to spend time reflecting on how they would like to be treated and what their expectations will be. This, he says, is the key to successfully helping clients fulfil their needs and deliver on their personal goals.

His passion and enthusiasm for all things finance has been a driving force in developing his skills in financial planning. He views each new challenge as another great opportunity to sharpen his skillset across the strategies and products available to his clients, whilst simultaneously providing them high quality advice options and recommendations.

Andrew’s empathetic and friendly nature is complemented by his strong technical skills and this balanced approach has enabled him to achieve great results for his clients across investment management, superannuation, retirement and wealth accumulation strategies. Andrew is a regular presenter to professional and client groups to impart his knowledge in these areas.

He is a key member of the firm’s Investment Committee, providing insight and views on asset allocation and investment decisions that is applied to William Buck’ client’s funds.  

Andrew’s specialist and family connections in the health industry includes a superior knowledge in Super SA strategies and the financial life stages of a health professional.

Working with rural clients is also a particular passion for Andrew and he enjoys visiting many clients’ properties to better understand their farming establishment.

Andrew is authorised to provide advice on all areas covered by the AFSL.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Initial appointments are free to assess the need and then the fee is priced based on the complexity of the work and value we can offer. Depending on the client the fee can be a retainer or once off advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

William Buck (SA) Pty Ltd

Level 6, 211 Victoria Square
Adelaide, SA 5000

Licensed by

William Buck (Sa) Pty Ltd

AFSL 230637