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4.95
1 Review

Andrew Buchan

Hlb Mann Judd - Brisbane

Gold
26 Yrs Experience
Brisbane, QLD 4000
I am a partner (business owner) in a mid tier accounting firm specialising in strategic financial and wealth management/generation advice (including business valuations), particularly for company directors, SME owners and family businesses.  I am known for my knowledge in Self Managed Superannuation establishment/advice and philanthropy structuring. My team and I discover your goals and objectives, help you get your financial affairs in order, generate/manage your wealth and keep it structured. The highest compliment we receive is a referral, our service ethos has meant we are a referral built business.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

Bespoke, I tailor the fee structure to the client - I do not care how I am paid, as long as I am paid.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Hlb Mann Judd - Brisbane

Level 15, 66 Eagle Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Hlb Mann Judd Wealth Pty Ltd

AFSL 527535

4.95
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Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1995

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Securities Institute Education
Completed
1998

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
1995

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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