Andrew Westcott

Maclean Partners Financial Services (formally M Financial Services)

Gold
12 Yrs Experience
Aitkenvale, QLD 4814
I am a Business Director and principal adviser in our financial planning division.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Fee for Service - Flat fee arrangements based on Level of service and complexity of clients

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Maclean Partners Financial Services (formally M Financial Services)

Level 1, 250 Ross River Road
Aitkenvale, QLD 4814

Opening hours

  • 8:00am – 2:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

4.95
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Highly recommend Andrew as an adviser."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew, while being very professional shows great personality and friendliness. Makes discussing topics very easy."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I can't recommend Andrew to my family as they live in southern states or overseas. My friends who deal with financial advisers have had their own choices for over 20 years. Andrew has been helping me for over eight years; I rely on him to give counsel when I come up with 'exciting' ideas that I would later regret."

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

"We have always found Andrew to attend to all our needs in a professional and timely manner Andrew always attends to needs and provides us with consistent advise which has stood us in good stead during our current retirement years. At no time have we found cause to question any of Andrews advise and have always felt in having Andrew manage our maters and would recommend him and the Business he works for without hesitation"

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Aged Care
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"First met Andrew at a very low point in my life when my husband was fighting for his life in hospital, in a coma and not expected to survive. Andrew's compassion and sympathy were to the forefront as he advised me on placement on funds from a real estate sale. Seven years on, both my husband and I continue to rely on Andrew's excellent advice, even though we no longer live in the same State, a situation I hope continues for many more years."

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

"Very happy with personalised service and information provided by Andrew and his team. Would recommend and refer my friends to him"

  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is a very professional financial planner that was able to assist and provide very clear advise in regards to my Income Protection."

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

"Andrew helped me with my superannuation consolidation and trauma insurance. Andrew made the entire process stress free and explained everything to me so I understood what was happening allowing me to leave knowing that my best interests were his number one priority."

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

"Timely and Quality advice and assistance. Andrew listened to what i needed and provided options and recommendations in terms I could understand"

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

"Always clear concise advice. Great Advisor"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
1996

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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