Andrew Furlanetto

Coast to Country Financial Planning

Silver
18 Yrs Experience
Shepparton, VIC 3630
I am proud to be an award winning, career financial planner with a strong history in regional Victoria, New South Wales, South Australia, Queensland and even the Northern Territory.  My family background and current expertise working on the land and the financial knowledge I have gained after more than 2 decades in financial advice means I am able to relate and advise my clients on the issues that really matter to them. Starting off with a focus as an adviser of protecting clients with complex risk scenarios, I have grown over the years to enjoy the additional challenges of helping people make the most of their total wealth and assets built up through hard work amid the challenges of being regional.  Many of my clients are nearing retirement and I have the satisfaction of helping their families with their holistic financial planning needs to keep them safe and help them thrive. I really enjoy helping make the complex more simple, and breaking down the barriers for people dealing with their busy lives by being the trusted expert with the personal solutions to their challenges.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Coast to Country Financial Planning

Level 1, 157 Maude Street
Shepparton, VIC 3630

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

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

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5.00

"Andrew has been a excellent adviser to my husband and myself for nearly 10 years. He takes his time to ensure we understand what he is recommending to us and the reasons behind this. Andrew is a professional and trustworthy adviser who I have recommended to many family members and friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very knowledgeable"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very friendly and easy to understand. Andrew was able to Provide a solution to my needs by providing protection for my family"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Associate
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