Andrew McPherson

Belfast Wealth Management

4.85
54 Reviews
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