Andrew Moody

Investment & Financial Planning Pty Ltd

Gold
17 Yrs Experience
West Perth, WA 6005
Andrew started his career in the financial services sector with one of the major banks. From early on his focus was on delivering solutions to clients based on their specific needs. Andrew's grounding in banking combined with his financial planning experience provides a strong base for a truly holistic advice model designed to achieve maximum benefits for clients. He has significant expertise in assisting young professionals, families, pre-retirees and retirees with their superannuation savings, Centrelink and pension benefits, investments and insurance requirements.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • 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 Gold
  • Rating 5.00
  • Number of reviews 14
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Investment & Financial Planning Pty Ltd

Suite A1, 118 Railway Street
West Perth, WA 6005

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
14 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Andrew is a pleasure to work with. Having never been to a financial advisor before, I wish I had seen him earlier. He is very knowledgeable and easy to work with. Highly recommended."

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

"Andrew has provided us with great advice to help kickstart our journey into saving and investing towards the purchase of our first home"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is extremely helpful and his knowledge of the finance Industry is excellent. Always on hand to provide assistance with all our enquiries."

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

"We have been Andrew's clients for many years. We appreciate how he listens to our concerns and takes great care to explain advice, product and services. Andrew also takes into consideration our changing financial needs as well as changes to the law that may effect our finances."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We feel very comfortable with Andrew as he is excellent in providing us the best advice to suit our situation. Andrew always provides various options to consider before deciding on the right one for us. He explains the technical and legal requirements in great detail and always answers my big list of questions in very professional and understandable way. We look forward to enjoying the rewards of his efforts over the coming years!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is always professional and knowledgeable on our annual review. Always prepared and sensitive to our needs and requirements. Always happy and cheery."

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

"We find Andrew excellent to deal with and we are more than happy with both his professional ability and his friendly personality."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has always handled our super and we find him to be an excellent manager and always keeps us informed. We would recommend him to friends and relatives."

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

"Andrew always has a very pleasant and approachable manner, and is always readily available, he's always very reassuring in regards to our financial investments, together with Andrew's knowledge, expertise and experience, we feel very confident going forward in the future. We would happily recommend Andrew! Sue 6163"

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Andrew's and his father Kevin for over 37 years. My dealings with both these gentlemen have been exceptional. The advice and direction they have given have ensured myself and my family will grow and prosper."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Gearing into Investments Accreditation

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2009

Gearing into Investments Accreditation Part 1

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2012

Gearing into Investments Accreditation Part 2

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2014

Listed Securities Accreditation Part 1

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2019

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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