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Andrew Mills

Compass Financial Solutions Pty Ltd

Silver
23 Yrs Experience
Caloundra, QLD 4551

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

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are structured to suit the individual client.

At a glance

  • Adviser status Silver
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Compass Financial Solutions Pty Ltd

6 Otranto Avenue
Caloundra, QLD 4551

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951