As a financial planner, my role is to help clients achieve their financial goals and secure a stable financial future. With experience in various roles within the industry since 2000, including advice support, professional standards, software solutions, and head of operations, I bring a comprehensive understanding of the financial planning process.
I work closely with clients to understand their specific financial objectives and develop a customized plan to achieve those goals. Through a range of strategies tailored to their circumstances, I provide guidance and support to help them make informed financial decisions.
Whether it's retirement planning, superannuation, investment strategies, wealth protection or other aspects of personal finance, I ensure that each client receives a unique financial plan designed to suit their needs.
If you're looking for a dedicated financial planner who will prioritize your financial well-being and work with you to create a customized plan, I am here to help. Let's work together to secure your financial future.
We work on a flat fee determined by the advice project, fees are transparent and discussed upfront so everyone knows what is payable and when.
We found Andrew to be extremely easy to deal with. He listened to our needs and gave us several options and scenarios and guided us in making decisions about our future. We would absolutely recommend him to our friends and family.
Andrew is a pleasure to work with, he has been very helpful and has guide us through a tricky stage in our lives.
He was able to break down all the details of what we needed.
Andrew is very personable and a strong communicator. He has a calm nature and explains things clearly. Nothing is ever a problem, he helps you to understand the sometimes confusing world of finance.
Andrew provided exceptional advice on my super, retirement needs, and insurance. He was always patient and explained everything without all the jargon. Would highly recommend.
Andrew has been extremely professional and pleasant to deal with. Andrew is prompt, reliable, honest and knowledgeable, providing quality advice to us for our retirement planning and superannuation investments.
Andrew provided us with good comparisons, showed us savings we could make and has guided us in our best options for our money.
We would have no hesitation in recommending Andrew to friends and associates for advice.
- Adviser status Bronze
- Number of reviews 7
- Years of experience 2
- Graduate Diploma of Financial Planning
FuturePoint WealthLevel 1, 812-814 Old Princes Hwy
Sutherland, NSW 2232
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd