Andrew Graham

Smart Happy Money

Bronze
8 Yrs Experience
Boronia, VIC 3155

Not sure where to start? That’s completely fine.

All enquiries are welcome, whether you have a specific question or simply want to explore your options. Your initial consultation is complimentary and there is no obligation to proceed. It’s simply an opportunity to talk through your circumstances, what matters most to you, and whether financial advice could be helpful.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Our fees depend on the complexity and scope of the advice required. Typically, we charge a fixed fee to prepare a Statement of Advice. Where ongoing advice and support are appropriate, an ongoing advice fee may also apply. All fees are discussed and agreed with you before any work begins.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Smart Happy Money

Suite 1, 18-20 Floriston Rd
Boronia, VIC 3155

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951