I have more than 20 years experience in senior finance and analysis management roles, first joining the Australian financial services industry in 2016. My financial services education was both formal, completing an Advanced Diploma in Financial Services, becoming a registered planner in 2018 and extending that with a Graduate Diploma in Financial Planning in 2021. The informal was the 'apprenticeship' served by working with both Aaron and my father Keith during that period which helped to embed the book learning with real clients.
Andrew has guided me through the minefield of setting up proper superannuation and aged pension arrangements. One year later, the strategies appear to be working. In the meantime, Andrew is always patient and available to direct me to the appropriate area if required. His attention gives me a great deal of comfort.
I have been extremely happy with the service and advice given to me. Andrew is always available to answer any questions at anytime I call or email. Calls and emails are returned promptly.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Trestle PlanningSuite 40, Level 7, 269 Wickham St
Fortitude Valley, QLD 4006
Consultum Financial Advisers Pty Ltd