Andrew Burnett

Financial Directions

Gold
26 Yrs Experience
Hermit Park, QLD 4812

Recent reviews

Financial Directions

233 Charters Towers Road
Hermit Park, QLD 4812

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 7
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets

Licensed by

Charter Financial Planning

AFSL 234665

4.80
7 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.70
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

3.75

"We don't have personal contact with Andrew due to living down south. However we did get to meet him when we were up North earlier this year and found him easy to discuss our business with. We ring him when we don't understand things that change. If there is a down side, perhaps we would like him to contact us (like Michael did, just to keep in touch) it made us feel like he cared about us as people not just another client.."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Andrew Burnett profile photo

Andrew Burnett responded on September 2015

"Appreciate your feedback Arthur, it certainly gives me something to think about and to work on. Please know that I care about all my clients and their financial goals. It is sometimes difficult to get that balance right (between contacting a client enough vrs too much that it becomes overwhelming). I recognise that I may not have that balance right yet for you."

5.00

"I'm very happy with the service and advice offerd by Andrew."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Andrew always ready to advise and explain no matter how any times we asked. He was always available to advise when there were any questions we had, A pleasure to deal with him and the company."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Government Assistance
  • Superannuation
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has a fantastic understanding of strategies for people that are retiring and seemed to really understand our fears and what we were after. I'd suggest anyone that isn't sure of how to plan for retirement or if they are getting the right aged pension to go and have a chat with him. Very approachable."

  • 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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