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

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Andrew has set up my net wealth investment program and I have been very happy with the result so far and with his professionalism. He is a confident adviser and he has a good backing team at William buck .I would not hesitate to recommend Andrew As I believe he’s dedicated and loves helping people with their finances."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has given me comprehensive and very sound advice for my self managed super funds and the broad range of investments he recommended is precisely what I was looking for in my retirement. Thus far, I am very pleased and confident with the advice given owing to Andrew's attention to details and providing timely advice in relation to my portfolio."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Andrew Barlow is a very competent, personable and high integrity adviser who is very up to date with the latest financial strategies and current regulations and goes out of his way to provide us with tailored advice for our risk profile. I am approaching retirement and have a SMSF, so he has provided sound and timely advice for us to plan properly and maximise the value of our assets."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has given me advice in areas around investment, tax savings, and property advice. He is very knowledgeable in the area, and I've always found his advice easy to follow. I would highly recommend him to anyone seeking a financial planner."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew has been very approachable and friendly. He has explained things clearly and we feel very confident with his financial advice. We look forward to his ongoing management of our retirement savings."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It has been a very difficult year for most ..for obvious reasons. My year has been particularly difficult as my husband was diagnosed with terminal cancer mid 2020 and subsequently passed away May this year. I truly don’t now how I would have managed without Andrews knowledge and help in areas which were so terribly foreign to me. I was forced from lack of knowledge to ask him all sorts of questions ..even the most basic. Andrew was always there on both a business and personal level. I feel confident in my husbands choice in employing Andrew for our financial affairs knowing that I am in good hands."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew was extremely helpful and explained all the concepts and advised us with great care. My wife and I set up our wills, income protection and life insurance all through Andrew and it was a breeze. It would have been much too difficult to navigate all the different polices and coverage options without his expert advice and opinion. I thoroughly recommend Andrew Barlow. His sound knowledge and helpful, conservative attitude is exactly what you want when it comes to looking after your family. Thanks"

  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce (Corporate Finance and Accounting)

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2008

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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