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.
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, managing 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.
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.
Andrew has been looking after my late father's retirement fund for many many years. Andrew always took his time to explain the financial options available, as well as giving prudent advice on how to best manage his fund and finances. My father could not speak more highly of Andrew and the services he provided, attributing his successful retirement strategy to Andrew at Weaver Wealth Management. Since my father's passing, Andrew has continued to go above and beyond, assisting our family with the many queries and requests, with fast friendly and knowledgeable advice. I could not recommend himself and his services more highly.
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.
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
have been a client for many years, have always felt very confident with Andrews advise..
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.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 2007
- Years of experience 16
- Master of Applied Finance (Financial Planning)
Weaver Wealth Management Pty LtdSuite 13, 50-52 Urungan Parade
Miranda, NSW 2228
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd