Andrew Weaver

Weaver Wealth Management Pty Ltd

Platinum
15 Yrs Experience
Miranda, NSW 2228
Andrew Weaver M.AppFin, DipFS(FP), JP * My business is based in Miranda between the train station and Westfield. It’s a family business run by my wife, Lisa, and I. We are Sutherland Shire locals living close by in Gymea Bay along with our two teenage sons and four dogs. I have been in the financial services industry for nearly 20 years, working for a global bank in a national role in unsecured credit products, running a mortgage broking business in the city and many years working in Australian banking. My knowledge of Australian Financial Services is broad and deep. I have been a financial planner since 2007. The first few years were spent helping my clients navigate the Global Financial Crisis, which meant I was far better prepared to help them through the coronavirus pandemic and the impacts to their financial situations. I specialise in pre and post retirement planning helping my clients better manage what can be a really stressful time in their life, helping them understand how they can transition into retirement and still maintain the lifestyle they want and an income to support that lifestyle. This will often include making sure each and every client is maximising their Centrelink entitlements. I really love my job and I am so grateful for the faith and trust my clients put in me every day. I never take it for granted and relish the responsibility I am given. To constantly improve my knowledge and skills and to make me a better adviser I have undertaken extensive education over the years. I hold a Master of Applied Finance, majoring in Financial Planning, a Diploma of Financial Services (Financial Planning) and am also a Justice of the Peace. I would really value the opportunity to talk to you about your situation to see how I can help you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

There is no fee for the initial consultation. If I believe there is value for you to pursue the advice process I will provide a general explanation of my advice and an estimate of fees. Before you proceed with any advice the initial and ongoing fees will be clearly explained. You will still have the opportunity not to proceed and not to pay any fees. If, however, you proceed with the advice the fees will be deducted directly from your investments, you will not need to make a separate payment from your bank account.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Weaver Wealth Management Pty Ltd

Suite 13, 50-52 Urungan Parade
Miranda, NSW 2228

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.90
20 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"We have always been very satisfied with Andrews advice & knowledge. Always able to answer & explain any issues we have. We feel very confident that he has given us the right advice to act upon."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My Wife & I were looking for advice on our superannuation & retirement. We were recommended to Andrew,We made an appointment & went and had a chat to him about our concerns with how to manage our retirement income. He was very thorough with his research and questions about what we required from our retirement.He drew up a plan for us that so far has been spot on to our requirements . If we have a question he is always available to help with advice . We find him very caring in his manner and advice. We would be happy to recommend Andrew to anyone looking for financial direction"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"have been a client for many years, have always felt very confident with Andrews advise.."

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

"Andrew helped me organise my finances when I retired and continues to give me good advice on how to manage my money in retirement to make sure it lasts me for the rest of my life. Andrew has helped me apply for the aged pension which makes a big difference to my income each year. I highly recommend Andrew as a financial planner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Andrew has given me advice on Superannuation and the Aged Pension as well as Shares. He explains things extremely well."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is excellent and I have been with him for 10 years."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has been my financial adviser for several years. He is very knowledgeable and explains financial information in a very clear and unhurried manner. I have every confidence in him and know that he has my financial interests at heart. I would recommend Andrew to any person looking for a trusted financial adviser."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has been our financial adviser for many years. He is always approachable and explains complex investment issues in easy to understand language. Andrew is never in a hurry to end our appointment. He is very knowledgeable and we are very confident he has our best interests at heart."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He is very good at explaining the current financial situation, which is what I want to discuss. He was able to explain issues for end of life financial requirements. He is very easy to understand by not making explanations too complex."

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is very personable and provides a quiet confidence, with obvious intelligenced and researched information, which makes this investment market non-expert feel very comfortable. Basically, I am not interested in delving into the intricacies of stock markets but need to know that I have money on which to live. Andrew takes care of that for me."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

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

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

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Master of Applied Finance (Financial Planning)

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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