Andrew Roberts

Trestle Planning

Gold

6 Yrs Experience

Fortitude Valley, QLD 4006

About Andrew
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I have more than 20 years experience in senior finance and analysis management roles, first joining the Australian financial services industry in 2016. My financial services education was both formal, completing an Advanced Diploma in Financial Services, becoming a registered planner in 2018 and extending that with a Graduate Diploma in Financial Planning in 2021. The informal was the 'apprenticeship' served by working with both Aaron and my father Keith during that period which helped to embed the book learning with real clients.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Budgeting

4.75 October 2019

Andrew has guided me through the minefield of setting up proper superannuation and aged pension arrangements. One year later, the strategies appear to be working. In the meantime, Andrew is always patient and available to direct me to the appropriate area if required. His attention gives me a great deal of comfort.

5.00 October 2019

I have been extremely happy with the service and advice given to me. Andrew is always available to answer any questions at anytime I call or email. Calls and emails are returned promptly.

Adviser status Gold
Rating 4.88
Number of reviews 2
First year providing advice 2018
Years of experience 6
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Fortitude Valley, QLD 4006 – Google Maps

Trestle Planning

Suite 40, Level 7, 269 Wickham St
Fortitude Valley, QLD 4006

Consultum Financial Advisers Pty Ltd

AFSL 230323

Andrew Roberts

Trestle Planning

Expertise

Recent reviews

At a glance

Trestle Planning

Licensed by

Consultum Financial Advisers Pty Ltd