Andrew Akuoko

Wealth Peak Financial Advice

Platinum
14 Yrs Experience
North Sydney, NSW 2060
Our vision is to help you maintain your lifestyle for today and create wealth to secure your financial freedom for tomorrow. We deliver this for you by understanding your life goals and making recommendations based on research to address your goals.  Wealth Peak subscribes to the FPA's Code of Ethics. This means that your needs always come first. ? Understanding your money and finances can sometimes be very complicated and time consuming, often put off until tomorrow. Whether you're a young professional just starting out or established in your career; a family going through your various life events or planning for retirement, we are here to work with you to discover your wealth creation potential.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Advice is tailored to your goals and objectives. Our advisers charge a fixed fee based on the complexity of the advice. You'll know exactly how much it will cost you before you engage our services.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Wealth Peak Financial Advice

Suite 704, 53 Walker St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Brela Group Pty Limited

AFSL 512840

4.90
16 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"Andrew has opened our eyes to new options on how to grow wealth now and into the future"

  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From day one, Andrew has been diligent, friendly and supportive. I feel that I'm in a safe pair of hands and have a clear picture to develop my investment portfolio."

  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew seems to know his stuff"

  • Insurance Protection
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Andrew has provided great information and advice in management of our superannuation savings, as we move from a SMSF to a combination of investment strategies more suited to our retirement requirements"

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

"He was very professional, took his time to explain things and was always available."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fast, friendly and conscientious service. Will be only too happy to be recommending him to friends. Great communicator also."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It was great working with Andrew to maximise my super and ensure I have the correct income protection whilst working for myself. He has helped me to understand how I should be managing my investments in the future and I look forward to our ongoing working relationship."

  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is a very switched on Financial Adviser with a great depth of knowledge of the industry. We found him very proactive and very willing to respond to any queries we had. An all round great guy!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is very responsive to his clients and always makes time to answer questions. His advise is tailored to clients needs to maximise the outcomes for his clients."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has provided excellent advice based on a solid understanding of what we are looking to achieve. He is balanced in his approach and is always providing high levels of service and follow up."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2013

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education (prev RG146 Training Australia)
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education (prev PS146 Training Australia)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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