It was personal experience that inspired Andrew to enter the Financial Planning industry. Andrew received advice at an early age which proved very valuable after he suffered a life changing accident in 2005. For over 10 years Andrew has been providing quality financial advice to our customers. Andrew is focused on providing a high level of advice in relation to personal risk insurance, superannuation, retirement planning, cash flow analysis and investment. In particular Andrew’s life experience in relation to risk insurance puts him in a unique position to be able to communicate just how important it is to be correctly coverd. His extensive knowledge of the different products available in the market place ensures he can position his clients in an appropriate structure to suit each of their unique requirements.
Andrew began his career at Finwest Financial Advice as a self-employed adviser. The well-established brand, ethical and human approach fostered by the company in its delivery of advice is what kept Andrew at the company and ultimately in him becoming a company director in 2013.
Andrew holds a Diploma in Financial Planning (DFP), Advanced Diploma in Financial Planning (ADFP) and is in the process of completing a Graduate Diploma in Financial Planning. Andrew believes continued education is a pivotal part in being able meet client needs in an ever changing economic and legislative environment.
Andrew has travelled in his wheelchair to many places around the world included some of the harder to reach corners. Andrew is a huge Rugby fan and enjoys the beach, jet skiing, swimming and most importantly spending time with his wife and 2 boys.
Expertise
At a glance
- Adviser status Silver
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Finwest Pty Ltd
10 Leigh StreetBurswood, WA 6100
Licensed by
Finwest Wealth Services Pty Ltd
AFSL 544667