Andrew Clegg

Hales Douglass Financial Services Pty Ltd

Gold
17 Yrs Experience
Ulladulla, NSW 2539

Recent reviews

Hales Douglass Financial Services Pty Ltd

41 Deering St
Ulladulla, NSW 2539

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 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We charge fees in a variety of ways depending on the work required & the clients personal situation. All of our clients are given an understanding of their particular fee structure & what they would receive for these before they pay any costs.

Licensed by

Hales Douglass Financial Services Pty Ltd

AFSL 290618

4.85
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.55
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.75

"Andrew has now been managing my superfund for 6 years and in that time my funds have increased with no added risks and my overall available funds have made my life more comfortable, I have always felt very confident with Andrews advice and if there was a question or an interest rate that he wasn't sure of, he would get back to me the next day with the information, Andrew has always given me his full care and attention whenever I have required it and I an extremely happy with his services"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has been extremely helpful in getting our finances in order after a few personal situations of early retirement for both my wife and i.Any super or centrelink problems come up only a phone call to Andrew and within a short time problem solved.I would highly recommend Andrew and his team to anyone looking for financial advice or managing their super going into retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred to Andrew by a wise & trusted friend when my previous Adviser in another Firm retired. Retiring myself almost 5 years ago, my periodic episodes of unwelcome stress have usually been induced by managing my finances. Since meeting Andrew these have been GREATLY reduced. From the outset, due to his warm, open, compassionate manner, respectful & patient listening, his advice/suggestions always being informed, measured & clear - Andrew's Financial Advice is just what I need & I have no hesitation in recommending him & his expertise."

  • Government Assistance
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We first met Andrew Clegg after several years of trying to unravel a self managed superannuation fund created under unethical and immoral circumstances. After losing over half our superannuation Mr Clegg was the only financial advisor willing to help us clear up this mess. While always professional Andrew was also very compassionate and considerate and has always gone above and beyond to help ease our stress and help us fund our retirement. I have no hesitation in recommending Andrew Clegg to anyone seeking an ethical and knowledgeable financial advisor. Faith Ellis May 2018"

  • Government Assistance
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has had our best interests at heart from the start. What's most important to us is being able to relax and sleep easy knowing that what we have is being managed by an expert. Andrew is that expert. His manner is assuring, his explanations clear and his advice has proved excellent over a number of years. I can't speak highly enough of Andrew."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew is prompt, helpful and conservative with his advice. His advice on building wealth using long term, low exposure strategies has enabled my partner and me to build our super and personal wealth to where we are now looking at a comfortable retirement. This is from an original position where this didn't look possible."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • 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
  • Cashflow & Income
  • Complex Investments
  • 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

Self Managed Superannuation Funds (SMSF) Specialist Course

Level
0 - Training / Exam / Other
Institution
International Centre for Financial Services (ICFS)
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Behavioural Investing Course

Level
0 - Training / Exam / Other
Institution
Behavioural Finance Australia
Completed
2015

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1997

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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