Andrew Ramsay

Ramsay Financial Group Pty Ltd

Gold
16 Yrs Experience
Mosman, NSW 2088
Andrew is a self employed adviser with an approach to financial planning built around long term relationships so there is the opportunity to truly understand you and to provide regular strategic advice to assist you to achieve your goals. This contrasts with the transactional approach where you are offered a product and then the adviser moves on to someone else. More than 90% of Andrew’s new clients establish an on-going relationship as they understand that’s what will help them get results. Andrew helps you to build and protect your wealth and develop and implement a plan to ensure your assets will be sufficient to support your individual lifestyle aspirations, now and in retirement. Andrew has particular interests in SMSF and retirement advice.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 7
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Ramsay Financial Group Pty Ltd

Suite I, 34 Suakin Drive
Mosman, NSW 2088

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Ramsay Planning Pty Ltd

AFSL 520748

4.70
7 Reviews
5
4
3
2
1
4.65
Clear communication
4.80
Knowledge & expertise
4.65
Customer care
4.65
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Andrew is extremely knowledgeable and professional and explained in detail financial strategies etc that I found hard to understand Jo 2230"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Trust andrew. To know whats best for us"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I was referred to Andrew by a good friend as how to manage my super and good advice."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"."

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

"I am very happy to have Andrew as my financial planner."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has really helped me to get my finances sorted out and has been particularly supportive in assisting me with age care issues regarding my elderly mother.I have found Andrew trustworthy, knowledgeable and good at listening to me and my concerns. I am confident that we have the right plans in place and that everything is in order. Importantly, I'm reassured that I'll have enough to live comfortably in my retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Andrew for both his sound experience and financial and investment market acumen, plus also his terrific interpersonal skills. He knows his stuff and can put advice in perspective at a personal level"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Master of Business Administration

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
1986

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1977

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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