Andrew Grey

As an experienced and qualified financial adviser, I place the client at the centre of every action throughout the advice process.

Over the past 25 years, I have been fortunate to see the long-term benefits of financial planning and advice. I have assisted clients to progress from the wealth accumulation phase of their lives to pre-retirement planning and later full retirement.

From an adviser’s perspective, I find it very rewarding to see clients live happily and confidently, knowing they have appropriate financial structures in place that underpins their lifestyle comfort and sustainability.

I work with each client to create strategies that aim to ease their transition into retirement. I facilitate choice and create appropriate income streams, and plan their estate and the legacy they wish to leave.

I have worked extensively with clients in the pre-retirement phase, reviewing opportunities to build wealth through super by way of investment structure, as well as maximising contributions and adjusting to the ever-changing rules within each year’s federal budget.

I believe the role of a financial adviser extends beyond creating financial readiness for retirement, but to include emotional readiness for this stage of life by providing education and support.

I’m passionate about continuous professional development. I regularly participate in financial services industry conferences and events.

I am an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 0097 797 049 AFSL 236523 and operate my business in Shailer Park servicing the greater Brisbane area.