Andrew has worked in the financial services industry for over 25 years and has been a financial planner since 2001. Andrew is a Certified Financial PlannerĀ® with the Financial Planning Association and also holds an advanced diploma of Financial Services (Financial Planning).
Andrew believes that ensuring a client's needs, goals and objectives as well as their best interests are met, are the keys to successful financial planning, developing long term client relationships by providing appropriate professional advice and ongoing personal service are Andrew's passions.
Along with his wife and three children, Andrew relocated back to the sunshine coast earlier this year to enjoy the lifestyle and facilities that the beautiful sunshine coast has to offer. In his spare time Andrew likes to keep fit with his children through running, cycling and mountain biking.
Expertise
My fees
Fees are structured to suit the individual client.
At a glance
- Adviser status Silver
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Compass Financial Solutions Pty Ltd
6 Otranto AvenueCaloundra, QLD 4551
Licensed by
Professional Investment Services Pty Ltd
AFSL 234951