Andre Parker

Abbotts Wealth Management Pty Ltd

Silver
17 Yrs Experience
West Perth, WA 6005
I have been working in the financial service industry since 2005. I am a member of the Financial Planning Association (FPA) and the Self-Managed Superannuation Fund Association. I am a Certified Financial Planner and accredited as a SMSF Specialist Advisor (SSA). Retirement can be a source of great anxiety and uncertainty. I have a passion for helping my clients deal with this uncertainly by providing clear, easy to understand advice and gain great pleasure in helping them to improve their long-term financial success. Ideally, we would work together to create a blueprint that matches their lifestyle and is designed to grow and conserve their assets so that they can enjoy their retirement with financial independence and focus on what they value most. My clients can expect to have a trusted professional working relationship which I believe is necessary to create, grow and protect their wealth.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Abbotts Wealth Management Pty Ltd

813 Wellington Street
West Perth, WA 6005

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Abbotts Wealth Management Pty Ltd

AFSL 303138

4.95
1 Review
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Very comfortable and happy with both the advice and ongoing relationship. Andre listens to our objectives and helps us fulfil them"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor

SMSF Association (SMSF)

Membership type
Associate
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