Owner & Managing Director of ACru Wealth
CFP BCom(Fin) BArts (Comms) Adv.Dip (FP) Dip AusTaxLaw
Angus has worked in the financial services industry for over twenty years, including five years of accounting in Sydney. He worked as a compliance analyst for J.P. Morgan in Sydney, before relocating to Brisbane early in 2012. With this came a move to financial planning to pursue a career that fulfils his love of engaging with people, and helping them reach their financial outcomes.
Angus prides himself on high quality delivery, building trust & developing concrete relationships. He was awarded the Benjamin Short prize by AMP’s Horizons Academy which is based on results and peer nomination, and this momentum has carried in to his financial planning career, which is a job that he loves.
Angus is passionate about helping people be better off financially by providing them with the right advice – helping to protect their money and make it grow.
Qualifications include:
- Certified Financial Planner® (CFP) - internationally recognised designation & highest professional standard
- Chartered Tax Adviser (CTA)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Bachelor of Arts (Communications)
- Bachelor of Commerce (Finance)
- Registered Tax Agent
- Accredited Aged Care Adviser
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 15
- First year providing advice 2012
- Years of experience 13
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Certificate in Chartered Accounting Foundations
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Language spoken
- English
ACru Wealth Financial Advisory
Suite 2a, 61 Burnett StBuderim, QLD 4556
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Akumin Pty Ltd
AFSL 232706