Mobile phone : 0401984379
With over 20 years’ experience in the financial services sector, I’m proud to have helped many of our clients achieve peace-of-mind and realise their best possible wealth solution strategies. I have assisted many clients; their families and businesses achieve their goals by having a deep understanding of their needs and what is important to them. I pride myself to be the go-to person for my clients for financial guidance, education and personal financial advice. I assist clients with the following: -Optimising their wealth accumulation and retirement savings e.g Superannuation -Optimise their broader financial situation, -Protect their wealth and family financial future e.g right insurance cover, set up kids on their right path, plans for their estate. -Navigate major life events e.g. Birth of child, divorce, downsizing family home, age care, deceased estate. - Understand their retirement needs and cashflow requirement in retirement, Centrelink benefits and respond to legislation changes. - Help them develop and implement their financial plan to provide a comfortable retirement. To help them feel confident about their retirement plan progress and staying on track. Key values: • Client’s needs are met first. • Deliver my services with high integrity and care for my clients, community and industry. • Challenging myself and others to think differently about complex problems and challenges, to identify a true breakthrough solution.
We will discuss and agree the actual fees with you before we proceed and where relevant fees and commissions will be disclosed in the advice documents provided to you.
The meeting was a huge success for me & i feel like I am going to be able to get my financial needs met. He was very friendly & extremely knowledgeable.
My husband passed away, i was referred to Andrea as I needed to sort out my early retirement and income stream pension. I was extremely impressed with Andrea, i have a banking background and have met a lot of financial planners over the years, so im very fussy whom i trust. Andrea spent a lot of time getting to know me personally my needs, my wants, my family life, my dreams. It was intense but it meant he became very familiar with my thinking and needs. I HAVE NO Hesitation in recommending Andrea. I know that we will build a productive relationship and he will guide me through my retirement years.
Andrea was extremely helpful. He took the time to understand my situation and provide personalised guidance on how to manage my finances to move towards my specific goals. He was very thorough with his advice and very generous with the amount of time he spent speaking with me.
Andrea is very knowledgeable and able to explain things easily. The attention and time taken by Andrea to answer questions and meet up was exceptional. Glad we made the decision , i feel with the advice provided so far we understand what we need to secure our future.
Really top quality service. Highly recommended.
- Adviser status Platinum
- Number of reviews 7
- First year providing advice 2001
- Years of experience 22
- Graduate Diploma of Financial Planning
Innovative Wealth ManagementShop 2, 8-10 Revesby Place
Revesby, NSW 2212
- In person
- Video call
Charter Financial Planning