Andrew Tate

Sydney Financial Planning

Gold
4 Yrs Experience
Edgecliff, NSW 2027
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.

Expertise

  • 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 4
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Sydney Financial Planning

Suite 13, 201 New South Head Rd
Edgecliff, NSW 2027

Licensed by

Charter Financial Planning

AFSL 234665

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

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

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been provided with very thorough service and I am very happy with the outcome."

  • Superannuation
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

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

"Andrew helped me simplify a complex state of affairs."

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

"Andrew helped point out holes in my plan. He helps to keep me accountable of my finances as we meet for a review once a year. Thanks to Andrew I was able to rethink my financial plan and have peace of mind. Being able to implement changes has added the most value to my situation."

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

"Andrew gave me advice in managing debt and helped me with my super. I feel much more confident in my financial plan and I am glad Andrew was able to help me feel more assured."

  • Government Assistance
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It was great having Andrew come to see me and helping me out with my finances it made me feel better."

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

"Kept me on track and looking at realistic possibilities."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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