Andrew Tate

Switzer Advisory

5.00

11 Reviews

Gold

5 Yrs Experience

Sydney, NSW 2000

About Andrew
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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

5.00 May 2022

I found it great to have my financial position worked out and a guide to my future retirement income.

5.00 August 2020

Andrew provides me with peace of mind with his knowledge and expertise as a professional. It's nice to tap into that.

5.00 July 2020

Andrew explained my situation in regards to my retirement and I know a lot more about the alternatives I have.

5.00 May 2020

Having Andrew as a financial planner has helped me with my living standard.

5.00 May 2020

Andrew gives us stability and the assurance that everything is going well.

Adviser status Gold
Rating 5.00
Number of reviews 11
First year providing advice 2018
Years of experience 5
Highest qualification
- Bachelor of Business (Financial Planning)
Language spoken
- English

Sydney, NSW 2000 – Google Maps

Switzer Advisory

Level 4, 10 Spring Street
Sydney, NSW 2000

Switzer Advisory

AFSL 286531