Andrew Zbik
Perry Egan Partners
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
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
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Adviser status
Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Graduate Diploma of Legal Practice
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Language spoken
- English
Perry Egan Partners
459-461 Parramatta RdLeichhardt, NSW 2040
CreationWealth
Level 12, Chartered Accountants House, 37 York StSydney, NSW 2000
Licensed by
Advocate Advisory Pty. Ltd.
AFSL 405576
