Andy Robertson

Andrew Robertson is a CFP® professional based in Dubbo, with a Bachelor of Commerce and a Master of Applied Finance. With deep roots in regional New South Wales, Andrew brings a tailored, needs-based approach to financial advice—focusing on helping clients achieve their unique goals and objectives.

Specialising in strategic and investment advice, Andrew partners with individuals, families, and businesses across central NSW to build long-term financial security. His advice is grounded in understanding each client’s personal circumstances, values, and aspirations—ensuring every recommendation is purposeful and aligned with what matters most to them.

Raised in the heart of the region, Andrew is passionate about supporting rural communities. His commitment extends beyond financial services—he’s an active member of his local Rotary Club, contributing to initiatives that strengthen and uplift the local area.

What Andrew values most is the opportunity to work alongside great people. He thrives on building lasting relationships and empowering clients across generations with expert, value-driven advice that supports their financial freedom and peace of mind.