As a Senior Wealth Partner, I’m proud my company is privately owned and not controlled by a bank. I do not accept any commissions and all the services I offer are fee based only.
My experience tells me that being an adviser aligned to a bank or product manufacturer results in a limited range of products and strategies available to you. The reason is that banks and institutions need to drive profits from their own products. This conflict would severely limit my ability to provide you with the best possible advice.
Having worked in Financial Services for more than ten years, within large institutions such as Citi, Colonial First State and smaller boutique firms such as Concept Financial Services Pty Ltd, I have provided personalised recommendations to a diverse range clients across a wide variety of complex and simple strategies. These clients range from ultra-high net worth individuals with net asset values of more than $50Million seeking tax-effective investment opportunities, through to retirees of modest means who are seeking to maximise their retirement income.
I believe that to provide financial advice that is truly in your best interest, I must be free of the conflicts of institutional ownership. This enables advice to be provided in an environment where achieving your individual objectives is my number one priority.
In addition to over 10 years of day-to-day experience across the full spectrum of client needs, I have invested a considerable amount of time educating myself to be able to offer not only the best but the latest strategies available.
I was born and raised in Sydney where I continue to live with my wife and son.
I’m passionate about helping you realise your financial goals and look forward to meeting you and assisting you to achieve the best you can from of all your years of hard work.
Cooee Wealth Partners provide a full fee for service pricing model. We receive no commission or incentive payments from product manafacturers. Our view is that commissions create a conflict of interest between advisers and clients.
Andrew has helped me with trusting. He has made good decisions for my Smsf fund considering the current climate and my lack of trust in the system. Thanks Andrew
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, and I receive Andrew's full care and attention when I need it.
Andrew has provided us with advice on growing our assets and planning how we can meet our retirement goals. He explains things in an easy to understand way and is able to answer any questions we have. We have been happy with the service we have been provided and would definitely recommend Andrew.
Very happy with Andrew's management of our SMSF and personnel portfolio.
Andrew is very knowledgeable and is always willing to assist, giving advice that's clear and easy to understand.
- Adviser status Platinum
- Number of reviews 36
- First year providing advice 2009
- Years of experience 15
- Master of Financial Planning
Cooee Wealth PartnersLevel 13, 2-26 Park St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
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