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Andrew Akuoko

 Andrew Akuoko

Share profile:
Level 1, 63 Miller Street
Pyrmont
NSW
2009
AU

Overview CONTACT THE ADVISER

Andrew Akuoko Andrew Akuoko

total Reviews

11

Experience

9yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Here at Wealth Peak Financial Advice we specialise in working with and educating professionals to find the right balance between their incomes and daily expenses in order to maintain their current lifestyle for today and also ensure that they can create wealth for financial freedom tomorrow. Using data and analytics, we provide strategies to help shape the decision points many of us are faced with in our everyday lives. Advice is structured around the critical life events – be it a home to live in as opposed to one to invest, marriage, private school education, holidays etc. This approach to financial advice takes the focus away from selling a product and places the focus on finding solutions to the needs of our clients at whatever stage of their lives.

I have an extensive academic and industry knowledge that I bring in helping my clients maintain their lifestyle for today and create wealth to achieve their financial freedom tomorrow.

Company:

Wealth Peak Financial Advice
Wealth Peak Financial Advice

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Countplus
Countplus
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees

Advice is tailored to your goals and objectives. Our advisers charge an hourly rate regardless of your advice needs. Our initial meeting will be at our cost in most situations. We'll discuss our full fees with you during our initial meeting.

Latest Customer Reviews (3 of 11 total)See all

"Fast, friendly and conscientious service. Will be only too happy to be recommending him to friends. Great communicator also."

dave, 46-55 25 Sep 2017

"It was great working with Andrew to maximise my super and ensure I have the correct income protection whilst working for myself. He has helped me to understand how I should be managing my investments in the future and I look forward to our ongoing working relationship. "

Charlotte, Under 35 23 Aug 2017

"Andrew is a very switched on Financial Adviser with a great depth of knowledge of the industry. We found him very proactive and very willing to respond to any queries we had. An all round great guy!"

Jeffrey , 35-45 15 Aug 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

Margin Lending & Geared Investments (2011)

Advanced Diploma of Financial Services (Financial Planning) (2011)

Diploma of Financial Services (Financial Planning) (2008)

My membership
Awards
  • No award found
Years of experience
  • 9 years total experience

My Videos CONTACT THE ADVISER

Wealth Peak's Director talking about what we do

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1, 63 Miller Street, Pyrmont
NSW 2009 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 11 Total Reviews
dave, 46-5525 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Fast, friendly and conscientious service. Will be only too happy to be recommending him to friends. Great communicator also."

Charlotte, Under 3523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It was great working with Andrew to maximise my super and ensure I have the correct income protection whilst working for myself. He has helped me to understand how I should be managing my investments in the future and I look forward to our ongoing working relationship. "

Jeffrey , 35-4515 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is a very switched on Financial Adviser with a great depth of knowledge of the industry. We found him very proactive and very willing to respond to any queries we had. An all round great guy!"

Nana, 35-4506 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is very responsive to his clients and always makes time to answer questions. His advise is tailored to clients needs to maximise the outcomes for his clients."

Stuart, 46-5505 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has provided excellent advice based on a solid understanding of what we are looking to achieve. He is balanced in his approach and is always providing high levels of service and follow up. "

Marcus, 35-4512 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"What we like is that Andrew is easy to deal with, very responsive to our changes in strategy and he helps break down complex ideas into easy to understand strategies. We’re looking forward to Andrew’s continued trusted advice"

Paul, 35-4512 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"PL 2034 Andrew was an absolute pleasure to deal with and performed his duties in a very professional and thorough manner. I would not hesitate in recommending Andrew to anyone seeking advice of a financial matter. "

Liz, 35-4512 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is clear and concise and very friendly to deal with. I felt rest assured to place my financials in his very capable hands. He is open to all your questions and feedback."

Selina, Under 3528 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been fantastic in every way during our sessions with him. He is extremely kind and generous with his time and always has a smile and a cheeky laugh to accompany his sage financial advice. Andrew explains complex strategies in a simple to understand way and tailors his advice to suit our individual needs. I have great confidence and trust in Andrew and am extremely happy with his service so far."

Andrew Akuoko replied:
08 Dec 2016

"Thank you Selina for taking the time to give me a review. It's been a pleasure working with you."

Callum, Under 3502 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew continues to help us plan for our future, and understands what our personal goals are. Andrew has a wealth of knowledge and has helped educate us, and provides tailored strategies and investments to fit within our comfort zone."

Andrew Akuoko replied:
03 Nov 2016

"Thank you Callum for your time. Looking forward to the future ahead."

Rob, 35-4519 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is an excellent adviser, who truly understands his clients to achieve their goals. Not only is Andrew's knowledge and expertise is of high quality. Andrew is also very personable and explains complex financial concepts in simple and easy to understand language. "

Andrew Akuoko replied:
19 Oct 2016

"Thank you for the kind words."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

COMMONWEALTH FINANCIAL PLANNING LIMITED

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
10
Customers

#2
Insurance Protection
STRENGTH
9
Customers

#3
Building Super
STRENGTH
8
Customers

#4
Preparing For Retirement
STRENGTH
7
Customers

#4
Self Managed Super Funds
STRENGTH
7
Customers

#5
Tax Effective Strategies
STRENGTH
6
Customers

x

Overall rating

90%

Andrew Akuoko

Company: Wealth Peak Financial Advice

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Andrew Akuoko is a member of and in what capacity, the licensee or company of Andrew Akuoko and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Andrew Akuoko (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%