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Andrew Foo

 Andrew Foo

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Suite 2, 15/23 Hunter Street Currency House
Sydney
NSW
2000
AU

Overview CONTACT THE ADVISER

Andrew Foo Andrew Foo

total Reviews

27

Experience

5yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Apexx Wealth
Apexx Wealth

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:

AIW Dealer Services Pty Ltd
AIW Dealer Services Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions

Latest Customer Reviews (3 of 27 total)See all

"Andrew was a good listener and took the time to understand my wishes in determining an investment strategy for my superannuation. Along with this he undertook a review of my insurances and obtained better cover at a lower price. He is responsive to all queries with responses back in an hour or so. I would highly recommend Andrew to anyone looking for a Financial Adviser."

Gareth, 35-45 12 Dec 2017

"Andrew is very thorough and takes the time to understand you're specific situation. He's helped us set up our SMSF and had the patience to talk us through every single step. He also is able to complete complex cash flow projections and provide pre-retirement planning and support. I'd highly recommended Andrew to anyone wanting a Financial Planner that makes things easy for you to understand and implement. "

Bernadette, Under 35 6 Nov 2017

"Andrew provided first class services. He is extremely knowledgeable and his commitment to providing his best services was what made working with Andrew a great experience. "

John, Under 35 20 Oct 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • Winner Financial Adviser of the Year - Strategic Advice (Astute Excellence Awards) (2014)
  • Finalist Financial Adviser of the Year - Wealth (Astute Excellence Awards) (2015)
  • Finalist Financial Adviser of the Year - Wealth (Astute Excellence Awards) (2014)
  • Finalist Financial Adviser of the Year - Insurance (Astute Excellence Awards) (2014)
Years of experience
  • 5 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Currency House
Suite 2, 15/23 Hunter Street, Sydney
NSW 2000 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 27 Total Reviews
Gareth, 35-4512 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew was a good listener and took the time to understand my wishes in determining an investment strategy for my superannuation. Along with this he undertook a review of my insurances and obtained better cover at a lower price. He is responsive to all queries with responses back in an hour or so. I would highly recommend Andrew to anyone looking for a Financial Adviser."

Bernadette, Under 3506 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is very thorough and takes the time to understand you're specific situation. He's helped us set up our SMSF and had the patience to talk us through every single step. He also is able to complete complex cash flow projections and provide pre-retirement planning and support. I'd highly recommended Andrew to anyone wanting a Financial Planner that makes things easy for you to understand and implement. "

John, Under 3520 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew provided first class services. He is extremely knowledgeable and his commitment to providing his best services was what made working with Andrew a great experience. "

Tony, 46-5519 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"When it comes to financial planning and wealth management, we have been very selective of who we use to ensure our current and future needs are looked after. We are grateful to have been dealing with Andrew as he is such a professional who has the passion not only in his fields but also for his clients. We are extremely impressed by his level of service, professionalism, organization, competence and depth of knowledge. His advice and recommendations will be to put your interests first, by choosing the right products that suit your circumstances. We have no hesitation in recommending his service to any of our family and friends. "

Hung, Under 3518 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has looked after myself and my family for many years now. He is always very prompt to respond and proactive in catering for our needs, We are quite high demand customers and he has always returned every phone call and email. Thanks for the ongoing support Andrew!"

Somvang & Vath, 56-6516 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is approachable & helpful in explaining clear concepts - easy to understand when he formulated strategies of our financial planning towards our retirement two years ago. Andrew's knowledge and expertise which he has applied to help us, has been fitted our needs perfectly. We would recommend Andrew to our friends and family who require help in this field : Financial Planning & Advisery Service any time."

Michelle, 46-5516 Oct 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew's knowledge and how he conveyed to me in easy to understand terms where excellent. Totally recommend Andrew and his services."

Tracey, 46-5515 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been very helpful with helping me consolidate my superannuation into one product. I would highly recommend him with his knowledge and expertise within financial services. I feel confident with his knowledge and the general advice that he provides me during this process. Tracey 4285"

Anna, 56-6513 Oct 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Andrew is approachable and explains concepts clearly. He listens carefully to our needs and offers clear strategies for our transition into retirement."

Nikola, Under 3513 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is extremely professional and takes pride in his clients and the goals they want to achieve financial success. I would definitely recommend Andrew to all my family and friends"

Jacqueline, Under 3512 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is extremely pleasant to deal with. He is very accommodating with our young family and makes everything easy to understand. I would highly recommend him to friends, family and anyone looking for advice in this field."

Brian, 56-6512 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew provided a comprehensive analysis of my financial situation and recommended a strategy that could be implemented to provide an ongoing allocated pension strategy. This was followed up with a professional implementation of the requirements I had agreed to, to implement the strategy. I found Andrew to be very knowledgeable across many aspects related to Financial Planning."

Fransisca, Under 3511 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is very helpful and prompt in responding my request/query. I have no difficulty dealing with him in the past few years. Excellent advice and service."

Alex, Under 3511 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew was very good at understanding my needs and goals then providing solutions to these. He is knowledgeable and able to explain things simply and clearly."

Lydia, 35-4511 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been extremely helpful in dealing with the insurance companies obtaining quotes and once the process progressed he kept my informed at every step and got me a good outcome "

Jeffery, Under 3511 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is a professional individual who has the passion for his clients. I have had the pleasure of working with Andrew over a number of years and it has always been a pleasure."

Paul , 35-4511 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew and his team were absolutely sensational!... His attention to detail and consistent communication were well beyond what I have experienced within the industry. Andrews dedication to ensure that my protection was accurate, without paying for excessive premiums gave me confidence that Andrew and his team only had my best interest in mind... I couldn't recommend Andrew and his team and stronger. Five stars!"

Jenny, Under 3531 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is undoubtedly the easiest person to talk to about all things financial. He is clear and makes it all easy to understand. He is very professional and has a huge amount of knowledge when it came to my superannuation and how I could make it work better and why his recommended strategies made sense. Have recommended him to plenty of my family and friends."

John and Cathy, 56-6531 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been amazing for us. We are so thankful for his help in setting up our retirement plan. We did not know how we were going to structure our retirement and we did not have a clue about how it would all work. This all changed when we met Andrew as he is always willing to answer any questions we have and always provides clear reasonings as to why certain strategies are recommended. He is always contactable and makes things very clear. "

Thi Vy Vy , 35-4521 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Andrew to be extremely professional in what our dealings. He has been very knowledgable. Any queries I had, he was happy to answer, and was quick to do so. I was comfortable making decisions after receiving his advice. I would highly recommend Andrew to anyone. Very impressive Andrew."

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
20
Customers

#2
Building Super
STRENGTH
19
Customers

#3
Savings Investment
STRENGTH
11
Customers

#4
Preparing For Retirement
STRENGTH
5
Customers

#4
Tax Effective Strategies
STRENGTH
5
Customers

#5
Self Managed Super Funds
STRENGTH
4
Customers

x

Overall rating

100%

Andrew Foo

Company: Apexx Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Andrew Foo is a member of and in what capacity, the licensee or company of Andrew Foo 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 Foo (see report card scoring)

Qualifications: 25%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%