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Andrew Surman

Rowe Partners Financial Planning

Gold
12 Yrs Experience
Port Augusta, SA 5700

My name is Andrew and I am one of the lucky people who gets a real kick out of what I do day in day out. I get the privilege of meeting and interacting with people to help them build, shape, protect and ultimately have the financial life they desire.

To be a part of people seeing their financial goals and dreams achieved? That is priceless.

At Hayes Girling Financial we strive to provide our clients a level of service and value that exceeds their expectations and allows them to move forwards with confidence that their financial lives are organised, efficient but most of all will get them to meeting their goals.

I am a firm believer that championships are not won on game day so to that end I have sought continued education in the form of the Certified Financial PlannerĀ® designation and continue to ensure I build and retain a cutting edge knowledge base.

Whilst I am able to assist with all aspects of financial planning including retirement planning and advice around their investments/superannuation or cashflow I have a personal specialised interest in ensuring people have their defensive plan in place to protect their financial lives (estate planning documentation, personal insurances).

I am always ready for a new challenge and believe that the day you stop learning is the day you stop.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

At Hayes Girling Financial we offer a fee for service structure to provide our clients with certainty over the services being provided and the amount they will be charged for these services. We are able to tailor a package to suit the needs of the individual client.

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Global Wealth Management
  • Language spoken
    • English

Rowe Partners Financial Planning

8 Church St
Port Augusta, SA 5700

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Gps Wealth Ltd

AFSL 254544