Drew is a Director at Zone Financial, a boutique, privately owned wealth management firm on Sydney’s lower North Shore.
He is an accomplished Wealth Advisor with extensive experience in delivering strategic wealth management advice.
With a Master of Applied Finance and Investment, a Bachelor of Economics from the University of Sydney, as well as a Diploma of Financial Services and registration as a Tax Financial Adviser, Drew possesses a strong educational foundation that underpins his experience in the financial services industry. Drew has been awarded the Beddoes Institute ‘Most Trusted Adviser’ designation each year since 2014.
With a true commitment and passion to help people with the complexity in their financial lives, Drew leads the Advice team at Zone Financial to deliver exceptional results for clients. Always taking the time to engage in rich and honest conversations, Drew provides bespoke and considered advice that empowers his clients to make confident decisions, achieve positive financial performance and gain genuine peace of mind.
“Throughout my career, I have been inspired by the belief that successful financial outcomes and meaningful lives are intricately connected and can be achieved through careful planning and collaborative management. The long standing relationships we have with our clients, many of which extend across multiple family generations, bring me great satisfaction. Working together to achieve valuable outcomes for their wealth, and their lives in general, is immensely fulfilling.”
Expertise
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 38
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Master of Applied Finance (Financial Planning)
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Language spoken
- English
Zone Financial Pty Ltd
Level 1, 154 Pacific HwySt Leonards, NSW 2065
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Zone Advisory Pty Ltd
AFSL 544310