Andrew Taylor

Blue Harbour Financial Partners

Silver
4 Yrs Experience
Cleveland, QLD 4163
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.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.70
  • Number of reviews 17
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Economics
  • Language spoken
    • English

Blue Harbour Financial Partners

Level 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190

4.70
17 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.25
Likely to recommend
Showing reviews 1—10 of 17

Sort by

4.50

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

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

"Andrew has always given one hundred percent of his time with empathy, interest and expertise."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Helpful clear advice"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always willing to help us"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has been able to advise me on the best way to continue the growth of my investments. He has checked whether Centrelink is paying me correct pension and entitlements. we have discussed my concerns for my future accommodation with regard my aging and lack of family support, when and whether to move to a facility with ongoing care facilities. Generally speaking, Andrew looks after my investments and I am able to voice opinions and receive feedback from him that I feel is genuine and honest and in my best interests. He is easy to talk with and I feel confident accepting his advice."

  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew's advice with our transition to retirement planning has been invaluable. With Andrew's knowledge and expertise we have a healthy superannuation and retirement plan in place. We are confident that advice given is right for our needs with goal of being in the best financial position possible. Andrew explains every step very clearly and is available to answer any queries."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew has always been abliging and polite. He explains everything so that we understand showing graphs. I wouldn't hesitate referring him to anyone."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Always helpful and easy to understand all very good"

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Master of Economics

Level
9 - Masters Degree
Institution
University of New England (UNE)
Completed
1996

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2017

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Certificate in Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Queensland University of Technology (QUT)
Completed
2002

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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