"If you are an adviser who just looks after the investments and planning strategies - you are doing less than half the job".
I specialise in providing financial advice and professional portfolio management to people approaching retirement and contemplating their new life after full time work - and to those already enjoying their "retirement" (whatever that word means these days!). This is literally all I do - and i love it.
I especially enjoy incorporating discussions toward what a fulfilling future looks like for each unique individual/couple, and I have an engaging tool I use which allows for constructive conversation and planning in this area.
My reading has drawn me to seek to deeply understand the challenges people face in transitioning from full time work (planned or unplanned). It is clear that much deeper thought and planning toward the non-financial side is needed, resulting in a smoother and more enjoyable transition.
I joined Stanford Brown in 2012 to further develop my passion for people and markets, and in 2018 I was made a partner in the business - a very proud achievement for me.
I live in Waitara and am married to my beautiful wife Camilla, we have a 2 year old son (Luke) and a girl on the way in November 2019. I love being active, and am a tennis tragic and try to play once a week (I also double as the Stanford Brown resident tennis coach). I love weekends with family and friends, as well as bushwalking, travel, food/cooking, movies, swimming, surfing, skiing.
Andrew has given me advice in areas including self managed super fund, shares and recently power of attorney and always able to explain things to me in a way that I can understand. Andrew is always available when needed and never rushes through explaining things. I am confident in Andrew's advice.
Andrew is easy to work with, generally responsive and knowledgeable. We enjoy our quarterly meetings via Skype. We feel that Stanford Brown has done a very good job of managing our SMSF.
Hello, I am delighted to be working with Andrew who has been extremely helpful with developing and creating a plan and vision for my retirement. When I purchased an investment property I thought the discussion around the tax benefits was particularly helpful and reassuring that I was making the right decision. I've been delighted with the advice and guidance and I'm grateful for the educational seminars. I've recommended my Dad to meet with Andrew on several occasions. Thank you. Kind regards, Pia
We are reasonably new clients of Andrew, but he has demonstrated interest and excellent knowledge in assisting us.
We were fortunate to find Andrew. We have confidence in his advice and he is a pleasure to deal with.
- Adviser status Gold
- Number of reviews 42
- First year providing advice 2014
- Years of experience 9
- Bachelor of Agricultural Economics
Stanford BrownLevel 8, 15 Blue Street
North Sydney, NSW 2060
- 7:00am – 6:00pm Monday – Friday
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