Andrew Caulfield

GJ Private Wealth Pty Ltd

Gold
22 Yrs Experience
Sutherland, NSW 2232

Recent reviews

GJ Private Wealth Pty Ltd

Suite 3, Level 1, 2-4 Merton Street
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Diploma of Finance and Mortgage Broking Management
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.85
8 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
4.75
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.75

"Andrew has been our financial planner for the past few years and he has always been attentive to our needs, providing us with helpful, professional advice. We do recommend him to our friends and colleagues."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has been my adviser for the past 15 years and enabled me to set up my self managed super fund. He has a wide knowledge of the industry and has always acted professionally and ethically on advising me of my financial needs. Martin 2229"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Andrew has been our family adviser for over 8 years . during this time Andrew has given us sound advise on all our financial and retirement plans . Andrew's calm and clear advise makes us feel positive and relaxed ."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew has been my financial adviser for over 10 years. He has always taken time to understand my personal needs and requirements and I have always had every confidence in the advice that he has provided."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I've worked with Andrew for over a decade now. He listens to us, understands our priorities and his recommendations are always designed to deliver the best for our family. I know he is looking out for my interests."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has been my financial adviser for more than fourteen years now. He has a relaxed and easy manner which belies his very thorough professionalism. I would be happy to recommend him to anyone who is seeking friendly, professional advice tailored to their needs."

  • Retirement & Pension
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Andrew for a number of years and he was the first person I went to when I needed to seek financial advice after having a family. Andrew helped me with all aspects of my finances and has really set me and my family up for the future. I would definitely recommend Andrew and the team at Integral Asset Management."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew explained the strategy to us in a language we could both understand and engage with. He made the complex simple. I have recommended Andrew to family and friends."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Institute of Strategic Management
Completed
2013

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2009

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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