Greetings to you, and thank you for reading this introduction.
I have been working and progressing within the Australian financial services industry since 2004, and have been providing effective financial advice solutions since 2011.
I believe the vast majority of people in Australia would benefit greatly from tailored financial advice. When you gain advice from myself, I will not settle on finding the most appropriate Superannuation fund or Insurer for you. I want to invest time in you, understand your goals and dreams, and partner up with you through your life journey to help achieve your best possible life, whether this be financially, or non-financially.
I make no assumptions when it comes to your financial position, and what you want in life. I do not judge. I understand we are all facing out unique position in life, however with my knowledge, skills and experience as a financial planner, I have little doubt you will be in a better financial position if you seek effective and strategic financial advice.
For a no-charge, introductory financial planning conversation, please reach out to me.
My best wishes to you.
Andrew
Master of Financial Planning
Accredited SMSF adviser
Accredited Aged Care Planning adviser
Accredited Listed Product adviser
Certificate IV of Mortgage Broking
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2011
- Years of experience 15
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Findex Advice Services Pty Ltd
Level 24, 1 O'Connell StSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Findex Advice Services Pty Ltd
AFSL 243253