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Andrew Ames

Own Path Financial Planning

Gold
18 Yrs Experience
Greensborough, VIC 3088

Overview

I have been working as a financial planner since 2006. After witnessing firsthand how quality financial planning helped my own parents secure a comfortable retirement, I became passionate about ensuring that others can also achieve financial security.

I truly believe in the value that financial advice can offer everyone, which is why I am committed to making a positive difference in client’s lives by guiding, coaching and empowering them on their own paths.

Outside work, I enjoy swimming, riding, running, and spending time with his wife and children.

Qualifications

I am a Certified Financial Planner® who also holds a Master of Applied Finance, Diploma of Financial Planning, Advanced Diploma of Business Management.

I am FASEA accredited and meets the competency requirements under ASIC’s Regulatory Guide RG 146.

Professional Memberships

I am a member of Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Own Path Financial Planning

Level 2, 8-10 Flintoff St
Greensborough, VIC 3088

Opening hours

  • 8:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135