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.
Fee for service structure which is all dependant on what type of advice we provide our clients.
Andrew is a trusted financial adviser. He is easy to talk to and the advice he gives takes into account all the variables of our life circumstances. He is able to outline options that gives us the opportunity to make the best decisions for our financial future. He has also been instrumental in finding the best and most cost effective insurance that protects us and our family from unfortunate events.
First rate always! Friendly informative, knowledgeable and exceptionally helpful. Helped us recently transitioning between super providers and Life Insurance ownership transfer; which we are really pleased with and already noticing the benefits. i.e.. Fees and on-line management of our accounts. The personal touch is an extra benefit! All the team sound and appear to be a great bunch. Won't be moving on from Andrew as he ticks all our boxes! FIVE STAR SERVICE
I recently started working with Andrew upon receiving a recommendation from a long-standing broker of mine. Andrew's honest and realistic approach has helped me easily navigate my finances and set myself up for the future. I feel confident in his advice and counsel, and the relatively hands-off solution he has provided me ensures I can achieve my goals and objectives. I would highly recommend Andrew to my family and friends.
We are seeing Andrew for few years. He is very helpful managing our Super and Insurance issues. He regularly contact us through emails and update us what is happening currently in the world market and as well as manage our super to grow further as per our goals. Same way Andrew managing our insurances as per our family needs. I do recommend Andrews services to anyone because I do believe he has very good knowledge in his field of wealth management.
I have the pleasure of having Andrew from Apexx Wealthy Pty Ltd looking after my superannuation almost 10 years now. Andrew has always been professional, friendly and responsive. I couldn't recommend a more highly experience adviser who truly cares about their clients.
- Adviser status Silver
- Number of reviews 79
- First year providing advice 2012
- Years of experience 11
- Bachelor of Business (Financial Planning and e-Business)
Apexx Wealth Pty LtdSuite 801, Level 8, 50 Clarence St
Sydney, NSW 2000
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd