Andrew Tate

Switzer Advisory

11 Reviews
6 Yrs Experience
Sydney, NSW 2000

My lifetime has been spent teaching people to identify their strengths and develop plans for them to reach their individual potential. My talent is educating and helping people to understand complex information and articulate it in simple terms that is easy for them to understand.

While working I completed a Degree in Financial Planning (RMIT) and am now looking forward to giving people the ‘peace of mind’ that comes with having their finances sorted and their unique goals realised at Sydney Financial Planning.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Switzer Advisory

Level 4, 10 Spring Street
Sydney, NSW 2000

Licensed by

Switzer Advisory

AFSL 286531