Andrew Ghea

Personal Wealth Solutions

Gold
27 Yrs Experience
Gladstone Central, QLD 4680

I've operated my own Financial Planning business since 2006 and am committed to protecting, managing and growing my clients’ wealth – taking the stress out of their lives and giving them comfort that this is being taken care of for them.

Together with our enthusiastic and driven local team, our continued aim is to provide non-judgemental, ethical and personalised ongoing advice and service to our existing clients as well as to new clients that fit into our practice.   

In licencee terms, we have partnered our business with RI Advice Group who have been providing advice since 1979. So we are a small local business at heart, but have institutional support in terms of specialist & technical expertise, and access to a professional investment research team all working as an extension to our business keeping us informed and up to date.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We charge and initial consultation fee of $275. Our initial advice fee is then discounted by this amount when we proceed to the next stage. Our initial and ongoing (where applicable) advice fees are disclosed at our initial meeting once we have gauged the level of complexity of the advice required.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 4
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Personal Wealth Solutions

Level 1, 72 Goondoon St
Gladstone Central, QLD 4680

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429