Andrew Jones

Eureka Whittaker Macnaught

Platinum
20 Yrs Experience
Sydney, NSW 2000
Andrew is a financial planner and the Chief Financial Officer of Eureka Whittaker Macnaught. Andrew is a self-managed superannuation expert, and has been a SPAA Specialist SMSF Advisor since 2005. Andrew also specialises in advice to small business, particularly in the area of asset restructuring for clients leading up to and during retirement.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Eureka Whittaker Macnaught

Aurora Place, Level 10, 88 Phillip St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
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5.00

"Andrew Jones referred to by a friend. I had run an exhaustive search for a competent advisor who made me feel comfortable. Andrew Jones is responsive, responsible, highly qualifed and has our best financial interests at heart. Can't recommend him highly enough"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1996

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2005

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2001

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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