Andrew Moody

Capital Managers Pty Ltd

4.98

14 Reviews

Bronze

21 Yrs Experience

West Perth, WA 6005

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Andrew started his career in the financial services sector with one of the major banks. From early on his focus was on delivering solutions to clients based on their specific needs. Andrew's grounding in banking combined with his financial planning experience provides a strong base for a truly holistic advice model designed to achieve maximum benefits for clients.

He has significant expertise in assisting young professionals, families, pre-retirees and retirees with their superannuation savings, Centrelink and pension benefits, investments and insurance requirements.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Wills & Estates

5.00 September 2018

Andrew is a pleasure to work with. Having never been to a financial advisor before, I wish I had seen him earlier. He is very knowledgeable and easy to work with. Highly recommended.

5.00 September 2018

Andrew has provided us with great advice to help kickstart our journey into saving and investing towards the purchase of our first home

5.00 August 2018

Andrew is extremely helpful and his knowledge of the finance Industry is excellent. Always on hand to provide assistance with all our enquiries.

5.00 August 2018

We have been Andrew's clients for many years. We appreciate how he listens to our concerns and takes great care to explain advice, product and services. Andrew also takes into consideration our changing financial needs as well as changes to the law that may effect our finances.

5.00 August 2018

We feel very comfortable with Andrew as he is excellent in providing us the best advice to suit our situation. Andrew always provides various options to consider before deciding on the right one for us. He explains the technical and legal requirements in great detail and always answers my big list of questions in very professional and understandable way. We look forward to enjoying the rewards of his efforts over the coming years!

Adviser status Bronze
Rating 4.98
Number of reviews 14
First year providing advice 2005
Years of experience 21
Highest qualifications
- Advanced Diploma of Financial Services (Financial Planning)
- SMSF Regulations and Taxations
Language spoken
- English