Joining the team at Cleveland in 2015, Andrew hails from a strong analytical background and holds a Master’s Degree in Economics from the University of New England and a Graduate Certificate in Management as well as membership to the Association of Financial Advisors. Andrew’s attention to detail and thorough approach, coupled with his natural ability to build rapport quickly, enables him to best support his clients with their financial health.
From a diverse professional background in both financial planning and project management, Andrew has impressively been awarded the Humanitarian Overseas Service Medal from the Governor General of Australia for his work designing and implementing humanitarian projects across Asia, Africa and Eastern Europe. His strategic skillset in analysing needs and identifying solutions, is a proven method deployed across his rural project management career and now work with his clients at Bridges.
Andrew has a passion for helping people to retirement and maximising their opportunities in the golden years of life – from navigating through available tax and Centrelink benefits, and improving their aged pension benefits. Andrew enjoys supporting his clients to make their own robust financial decisions to support them to retirement. With extensive experience in portfolio management, strategic financial advice and the use of platform investment services, Andrew enjoys sharing his best-practice solutions with clients.
A keen dragon boat and outrigger canoe paddler who in 2018 has competed in the World Dragon Boat Championships in Hungary where his team earned a Silver Medal. Andrew spends much of his spare time out on the water, enjoying the beautiful Bayside where we work and live.
Andrew takes the time to give the best financial advice to suit my individual needs for now and into the future and understands my goals. And shows that he cares and wants to help navigate you to make the best decisions and protect your investments.
Andrew has always been very helpful. He gives clear and concise information. He has helped me to understand my financial situation and it is great to know he is only a phone call away if I need help.
Andrew has always given one hundred percent of his time with empathy, interest and expertise.
Helpful clear advice
Both Anthony and myself are very happy with Andrews advice and what a really good adviser he is .I feel confident Andrew has my best interests when he’s making Decisions regarding my account.
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2018
- Years of experience 5
- Master of Economics
Blue Harbour Financial PartnersLevel 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163
- 9:00am – 5:00pm Monday – Friday
Fortnum Advice Pty Ltd