Andrew Foo

Apexx Wealth Pty Ltd

Platinum
10 Yrs Experience
Sydney, NSW 2000
I grew up with a large loving close-knit extended family with very strong family values. My parents emigrated to Australia in the 1980s and called this great country we live in home. They were passionate about ensuring that I received the education and schooling that they never did. From this gentle push, I found that numbers and business would play a big role in my life. I also love all things sport and food. I completed a Bachelor of Business (University of Technology, Sydney) in 2007 focusing on Personal Financial Advice and began my career in financial services as a graduate at Macquarie Bank being selected for the only role within the Financial Planning group out of thousands of applicants. I progressed through various managerial roles within the bank and worked closely with many financial advisers and their practices during my time there. My passion for financial planning and starting my own advice firm (est. 2012) stemmed from working with these advisers, business owners and mums & dads during my time at the bank. This enabled me to gain a greater understanding about all the facets of financial planning and how I could personally help my clients create a better future for themselves and their families. In 2014 and 2019, I was named the Financial Adviser of the Year (from AIW Dealer Services Pty Ltd). I am very passionate about helping people obtain objective financial advice. Financial advice should be more about building a pathway to help clients achieve their goals rather than purchasing or investing in products. I strongly believe that the true value of seeing an adviser comes from the value of advice provided around personal cashflow planning, superannuation planning, investment planning and insurance protection which all forms a part of ones pre-retirement or wealth building plan for the future. I have found that throughout my time as a financial adviser, people lacked defined goals and this meant their investing activities had no set timeframes or strategic links to specific outcomes in the future. I place a large emphasis on educating my clients around the key concepts of investing and ‘financial risk’ and how it is a critical part in the achievement of their financial goals. I have a desire to see my clients build strong and sustainable financial foundations in their homes. I look forward to meeting you if you’d like to get in touch.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Fee for service structure which is all dependant on what type of advice we provide our clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 44
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Financial Planning and e-Business)
  • Language spoken
    • English

Apexx Wealth Pty Ltd

Suite 2, Level 15, 23 Hunter St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
44 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 44

Sort by

5.00

"Andrew has been great to work with as our families financial planner. He has an eye for detail, is great at providing updates and turning technical speak into plain English. Thanks for your help Andrew."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has given me advice in areas including loan products, self managed super funds and managing debt. Andrew always explains things in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for my needs. We always received Andrew's full care and attention when I needed it.' Very professional and honest always accommodating, We would not hesitate in recommending Andrew to friends and family!"

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

"Andrew's expertise and patience whilst assisting me to find the right income protection product was second too none. I found him extremely responsive and welcoming to the many questions that I had, and I am content with the cover that I now have in place."

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

"Andrew was extremely knowledgeable and really helped us get our finances back on track. I would highly recommend him."

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

"From our first meeting I found Andrew clearly explained complex issues surrounding our self managed super fund and financial management. I feel confident that he has given professional advise suitable to my needs after careful consideration of my situation. He has been proactive with his advice and also very responsive to any questions I have had. I cannot fault his service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Andrew was able to transition us from an existing portfolio manager and re-organise our self managed super fund into a portfolio that better suited our needs. He has been extremely generous with his time during the transition period."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a new Client of Andrew's, we are very impressed with expert knowledge, attention to detail, recommendations of portfolio diversification and SMSF strategy. We look forward to great relationship with Andrew."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found Andrew to be very competent, logical and easy to understand. He seemed to be very much on top of my situation and provided specific and timely advice. He is trustworthy and i would highly recommend his service!"

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"As a new client of Andrew's I found him to be very thorough, going over previous plans put in place and making recommendations to further achieve my goals. I feel very comfortable and confident that the advice Andrew has given me if right for my needs."

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

"Andrew has been extremely helpful in setting up my life insurance and super account recently. Not only being very clear on requirements and steps to set these up, he continuously kept me up to date throughout the entire process"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 44

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning and e-Business)

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education (prev RG146 Training Australia)
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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