Andrew McPherson

Belfast Wealth Management

Gold
8 Yrs Experience
Warrnambool, VIC 3280
Life is complicated, but your financial roadmap doesn’t have to be. I’m passionate about understanding what my clients’ Good Life looks like and building a proactive and simple financial roadmap that can get them there. As my clients’ number one advocate on their journey towards financial wellbeing, I go above and beyond to ensure they get the best outcomes possible. Of course, it’s not all about work – my wife and I have recently welcomed a baby boy into our family and look forward to everything the future brings. When I’m not busy with work or dad duties, you’ll find me at the football, playing golf, water skiing, or enjoying food with friends and family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 54
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Certified Practicing Accountant (CPA)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Belfast Wealth Management

Suite 2, 223 Koroit St
Warrnambool, VIC 3280

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Belfast Wealth Advice Pty Ltd

AFSL 531587

4.85
54 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 54

Sort by

4.50

"'Andrew has given me advice in areas including loan products, self managed super funds and managing debt. Andrew was usually able to explain things to me in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Andrew's full care and attention when I needed it.'"

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alice and i have been extremely impressed with Andrews genuine interest in us and our future. His interest and advice goes well beyond our finacial health to our wellbeing. Not what i was expecting from a finacial advisor, but delighted. I must say that genuine interest in us, their client, is evident with all whom we have come in contact with at Tribeca."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew's advice has been transformative for us. He guided us to get our wills and insurances in order which gave us a great deal of confidence that our children would not be further burdened when the time comes. But beyond that, he has helped us think differently about our current situation and given us clear steps on how we can reach our goals. We are now making more conscious financial decisions and understand what we need to do to achieve what we want from our life now and into the future. It feels great having someone like Andrew in our corner."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We couldn't recommend Andrew highly enough as a Financial Adviser! He has been providing financial advice to my wife and I for approximately 7-8 years and has always conducted himself in a manner that puts our best interests first. We have always felt very confident with Andrew's advice and we are reaping the rewards now with the informed decisions we have made based on Andrew's counsel along the journey. What I have liked about Andrew is he brings a completely objective view to our discussions and he is prepared to challenge us ensuring we get maximum value from every financial decision made. He has always been available and provided great attention and care. Highly recommend."

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

"Andrew originally set up our finances in a very safe manner and insured us so that we would maintain our life style if our circumstances changed. When my late husband became unwell we didn’t have to worry about cashflow and our financial future. Andrew liaised with insurance companies and employers to maintain our finances. Now we are working on budgeting and cashflow and superannuation and investments to insure that my finances will be sufficient to last the rest of my days."

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

"Andrew has given advise in a variety of financial areas. Andrew is very efficient & will always make himself available to support us with our financial plans for the future. We feel confident leaving our financial future in the hands of Andrew & his team."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Andrew was usually able to explain things to me in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Andrew's full care and attention when I needed"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We found Andrew's experience valuable when discussing our family plans and getting our super, insurances and wills set up for the future - it gave us the confidence his advice wasn't just theoretical but based on lived experience and history with other clients in a similar position to us. His advice was clear and we understood the reasons behind it, he has always responded promptly to queries we've had and given us the peace of mind we are on the right track."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew was able to help me and give great advice on all matters that i needed helpwith"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Andrew and team"

  • Superannuation
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 54

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

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

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2008

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2016

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Certified Practising Account

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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