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Andrew Zbik

Perry Egan Partners

Gold
14 Yrs Experience
Leichhardt, NSW 2040

Since 2009, Andrew has been involved with the operation of Managed Discretionary Accounts. His experience in this area has been utilised to help Omniwealth create an investment process that ensures clients assets are managed in a proactive manner.

Andrew is in a unique position in that he has dual qualifications in both business and law - both as a qualified financial adviser and a registered Solicitor. His professional qualifications include a Bachelor of Business Administration and a Bachelor or Laws from MAcquarie University. In addition, Andrew also has obtained a Graduate Diploma in Legal Practive and a Diploma of Financial Services. This dual skill set enables Andrew to analyse investment opportunities for clients that looks at depth into their structure and operation.

Andrew also regularly appears on SkyBusiness discussing investment opportunities and investment strategies.

My fees

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

Pure fee-for-service Adviser (not based on asset value). Commissions on personal insurance policies are rebated 100% for clients whom we have an ongoing service arrangement with.

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Legal Practice
  • Language spoken
    • English

Perry Egan Partners

459-461 Parramatta Rd
Leichhardt, NSW 2040

Licensed by

Advocate Advisory Pty. Ltd.

AFSL 405576