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Andrew Parkinson

Morgans Financial Ltd

Gold
16 Yrs Experience
Milton, QLD 4064

As a financial planner with over 15 years of experience working in wealth management, I specialise in helping professionals and small business owners navigate the complex world of finance to achieve their financial goals. My passion lies in educating clients on the why and how of investments and markets and I believe that by empowering my clients with the knowledge and tools they need, they can make informed decisions that will lead to long-term success.

I have experience in a variety of financial planning areas, including retirement planning, investment management, estate planning, and portfolio administration. Overall, I am dedicated to providing my clients with personalised service, creating customised financial plans that meet their unique needs.

Whether you are just starting out in your career or are a seasoned professional looking to take your finances to the next level, I am here to help. Let's work together to achieve your financial goals and build a secure future for you and your family.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Applied Finance (Wealth Management and Investment Management)
  • Language spoken
    • English

Morgans Financial Ltd

Level 4, 40 McDougall St
Milton, QLD 4064

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410