5 Reviews

Andrew Dickinson

Strategic Wealth

Silver

2 Yrs Experience

Melbourne, VIC 3000

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Andrew Dickinson

Financial Adviser and Partner at Strategic Wealth

As an Adviser with Strategic Wealth, Andrew enjoys working with clients to achieve their financial and lifestyle goals. Andrew has a Bachelor of Commerce majoring in Financial Planning and Accounting.

Andrew completed further studies in 2023 to achieve Certified Financial Planner (CFP®) designation from the Financial Advice Association Australia (FAAA). As part of these studies, Andrew was named the winner of the Gwen Fletcher Memorial Award for semester two of 2023. Named in honour of the late ‘First Lady of Financial Planning’, the award goes to the highest performing student in the final unit in each semester and shows demonstrable dedication to providing high-quality financial advice.

Strategic Wealth

Take a strategic approach to get there sooner...

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.

https://strategicwealth.melbourne/

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Expat Finance
Growing Assets

5.00 November 2024

Andrew has been an important part of our advisory team at Strategic Wealth. His enthusiasm and interest in our overall welfare is comforting and genuine. And that's before we get to his professional skills which are exemplary. He has most answers to our questions at his fingertips and, if not, will get them to us quickly. Andrew and his colleague Mike Jeffs have delivered us a bigger next egg and protected our beneficiary children from tax traps.

5.00 November 2024

Effective, proactive and personalised communication is a key feature of my interactions with Andrew. I am immensely grateful for his guidance and support. Andrew consistently demonstrates his commitment to keeping me informed and involved in the decision-making processes. I highly recommend Andrew to anyone seeking a trustworthy and highly proficient financial adviser.

5.00 October 2024

Andrew has provided excellent financial advice to me. He’s always highly responsive to my questions and has helped put me on a medium to long term wealth generation track. Really happy with his work, and would highly recommend him!

5.00 October 2024

We have had the pleasure of being clients of Andrew for several years now and have been greatly appreciative of his advice. As relatively young investors, Andrew has helped us navigate the financial world and has helped us make sense of our financial situation. He has helped us with our house purchase and has provided advice on tax strategies, debt recycling, budgeting, and ensured that we have our estate planning and insurances up to date. We see ourselves remaining clients of Andrews for many years to come and can sleep easy at night knowing that Andrew is there to assist us when we need.

5.00 July 2024

My retired partner and I have benefited greatly from the financial advice provided. Andrew has carefully assessed our needs and aligned options with our risk profiles as our work situations have changed. The clear rationales have been greatly appreciated in helping us make the most of our financial resources in a manner we are comfortable with.