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.
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.
Andrew has provided us with great advice to help kickstart our journey into saving and investing towards the purchase of our first home
Andrew is extremely helpful and his knowledge of the finance Industry is excellent. Always on hand to provide assistance with all our enquiries.
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.
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!
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2005
- Years of experience 17
- Advanced Diploma of Financial Services (Financial Planning)
Investment & Financial Planning Pty LtdSuite A1, 118 Railway Street
West Perth, WA 6005
- 8:00am – 6:00pm Monday – Friday
Infocus Securities Australia Pty Ltd