Strategic planner & financial advisor with over 20 years’ experience in financial markets.
Founder and Chief Executive Officer of Wealth Effect Group of Companies, and principal adviser of the Wealth Effect Group (Advisory firm for Retail & Wholesale clients of all life stages), he is also known as the creator of the leading financial hubs in Melbourne and most recently Launched a Private Wealth business WE Private in the Gold Coast. He has successfully launched WE Mortgage Solutions and WE Love Super. Driven by a passion for community, he is one of the founding members of WE Business Network (A Group designed to connect small to medium business owners across Australia).
Prior to founding the WE Group of companies Andre was a Private Client Advisor to individuals and families across Australia and was also involved in Global investment Sales, providing services to both domestic institutions and overseas funds. These roles allowed him to build on foundations of knowledge acquired through completing his financial planning qualifications being mentored through one of the “Big Fours” graduate programmes.
The experience gained in markets confirmed his passion was in the provision of comprehensive, holistic and client-specific financial advice to individuals and families across the entire spectrum of wealth management. Andre's expertise is creating holistic wealth planning strategies to enable clients to live a better life now and retire successfully. He prides himself on being able to analyse a client's financial situation and give them advice with the benefit of hindsight by projecting where they will be at retirement, determining any gaps, and then providing recommendations and monitoring to enable them to have the retirement they have always pictured.
What drove Andre to the advice industry was the lack of quality and integrity in the market and he wanted to offer advice with aue at hand where he felt the industry was not. Their client’s needs are put head of everything else, allowing the steps to be put in place to achieve their unique financial goals.
Andre believes that the team-based approach allows WE’s clients the comfort that their investment will be protected with the highest degree of professionalism. This security, combined with decades of collective experience across the group, provides multiple angles to solve the most complex of wealth management solutions.
Please feel free to contact us to discuss your specific situation, the first meeting is on us an obligation free. https://www.wealtheffect.com.au/15min-chat
Expertise
My fees
We provide you with a specific quote for your circumstances - however if you'd like an indication about how our fee structure works please see the following link. https://www.wealtheffect.com.au/financial-discovery-session-1
At a glance
- Adviser status Bronze
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Diploma of Financial Services
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Language spoken
- English
Wealth Effect Group
150 Victoria StSeddon, VIC 3011
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Boston Reed Pty Ltd
AFSL 225738