Andrew Foo

Apexx Wealth Pty Ltd

Platinum
10 Yrs Experience
Sydney, NSW 2000

I grew up with a large loving close-knit extended family with very strong family values. My parents emigrated to Australia in the 1980s and called this great country we live in home. They were passionate about ensuring that I received the education and schooling that they never did. From this gentle push, I found that numbers and business would play a big role in my life. I also love all things sport and food.

I completed a Bachelor of Business (University of Technology, Sydney) in 2007 focusing on Personal Financial Advice and began my career in financial services as a graduate at Macquarie Bank being selected for the only role within the Financial Planning group out of thousands of applicants. I progressed through various managerial roles within the bank and worked closely with many financial advisers and their practices during my time there.

My passion for financial planning and starting my own advice firm (est. 2012) stemmed from working with these advisers, business owners and mums & dads during my time at the bank. This enabled me to gain a greater understanding about all the facets of financial planning and how I could personally help my clients create a better future for themselves and their families. In 2014 and 2019, I was named the Financial Adviser of the Year (from AIW Dealer Services Pty Ltd).

I am very passionate about helping people obtain objective financial advice. Financial advice should be more about building a pathway to help clients achieve their goals rather than purchasing or investing in products. I strongly believe that the true value of seeing an adviser comes from the value of advice provided around personal cashflow planning, superannuation planning, investment planning and insurance protection which all forms a part of ones pre-retirement or wealth building plan for the future.

I have found that throughout my time as a financial adviser, people lacked defined goals and this meant their investing activities had no set timeframes or strategic links to specific outcomes in the future. I place a large emphasis on educating my clients around the key concepts of investing and ‘financial risk’ and how it is a critical part in the achievement of their financial goals. I have a desire to see my clients build strong and sustainable financial foundations in their homes.

I look forward to meeting you if you’d like to get in touch.

Expertise

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

My fees

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

Fee for service structure which is all dependant on what type of advice we provide our clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 44
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Financial Planning and e-Business)
  • Languages spoken
    • English
    • Mandarin

Apexx Wealth Pty Ltd

Suite 2, Level 15, 23 Hunter St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221