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Andrew Splatt

Primestone Wealth

Gold
15 Yrs Experience
Mulgrave, VIC 3170

I enjoy helping clients to meet their financial goals and have been very passionate about this field ever since I first studied Financial Planning at University.

I am experienced at dealing with complex superannuation, SMSF, retirement planning and insurance matters.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Primestone Wealth

Suite 2, 9 Compark Cct
Mulgrave, VIC 3170

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252