Andrew North

North Financial Advisors

Silver
6 Yrs Experience
Sydney, NSW 2000
Andrew is a Chartered Accountant, Financial Planner and Tax Agent with 30 years’ experience in financial services, including securities, custody, insurance, accounting, taxation and financial planning. He has worked within large and small commercial organisations, focusing on operations, systems, finance, accounting and regulatory compliance. Andrew is well qualified, having studied at University of North London (UK) - BA Accounting and Sydney University - Master of Commerce (Accounting), and successfully undertaken the CPA Program and Graduate Diploma of Financial Planning. He is also a registered tax agent and an ASIC registered SMSF auditor.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Commerce (Accounting)
  • Language spoken
    • English

North Financial Advisors

Level 32, 200 George St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Andrew North has been my accountant and financial adviser for several years now. I am extremely grateful for the courteous, efficient and professional manner in which he conducts his business. It is always an easy and pleasant experience. More importantly, it has been and is a profitable relationship as well. I have no hesitation what so ever in enthusiastically commending and recommending Andrew for his services."

  • Superannuation
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Complex Investments
  • Borrowing
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Fund

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Master of Commerce (Accounting)

Level
9 - Masters Degree
Institution
The University of Sydney (USYD)
Completed
2001

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Chartered Accountant

Tax Practitioners Board (TPB)

Membership type
Associate
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