Andrew Newburn

Andrew has been in the Financial Services industry for over 25 years having commenced his career with CommSec where he learnt all facets of stockbroking. From this role he moved into a Private Banking position with Commonwealth Bank where he provided a diverse range of financial services to his clients.

In 2006 he transitioned to the Financial Advice industry and has not looked back. Andrew worked as a Senior Financial Planner with Commonwealth Bank for over 15 years and also held a position as a Senior Advisor in a boutique Lake Macquarie accountancy firm that provided diverse financial services to their clients before founding his own practice in 2025.

Andrew prides himself of truly understanding his client’s goals and objectives and delivers advice in an easy-to-understand format. He is highly experienced in investment advice for individuals that are seeking to grow their wealth prior to retirement. Additionally he has a fantastic knowledge of the retirement planning process and addressing the major financial needs that arise at this life stage, including potential Centrelink needs such as the Age Pension and Commonwealth Seniors Health Card. Andrew can also assist with strategies for clients that are receiving Disability Support Pensions that may be impacted by existing assets.

Andrew is a member of the Financial Advice Association Australia (FAAA).

Outside of work, Andrew resides in the Lake Macquarie area and is married with two teenage sons. Andrew has a longstanding passion for cars and motorcycles and is a founding member of a local social motorcycle group and is also involved in an enthusiast motor vehicle group as well as participating in the odd motorsport event. Aside from this he has interests in road cycling and skiing in the winter months.

Andrew is available for a free initial consultation to discuss how he can help you in the Lake Macquarie, Newcastle, Port Stephens or Hunter Valley area. Meetings are available in person or online via Teams meeting. Alternatively he is happy to visit your home or workplace.