Andrew Price profile photo

Andrew Price

PLM Financial Group

Platinum
28 Yrs Experience
Boronia, VIC 3155

For more than 25 years I have had a range of roles within the Australian investment management and financial planning field. I have worked for a variety of leading Australian companies including National Australia Financial Management, Norwich Union, AMP, Bank of Melbourne and Westpac. I have also had senior management roles within the financial planning operations for a number of accounting practices.

I am a Certified Financial Planner and Life Risk Specialist with the Financial Planning Association of Australia. I hold a Master of Applied Finance, Graduate Diploma in Financial Planning, am a Fellow of the Financial Services Institute of Australasia and a member of the Association of Financial Advisers. The combination of strong technical grounding and diverse experience has given me a holistic financial and business skill set.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

At a glance

  • Adviser status Platinum
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

PLM Financial Group

Unit 1, 89 Boronia Rd
Boronia, VIC 3155

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221