Andrew joined the financial planning industry in 2007 and is passionate about helping people achieve a comfortable and secure financial future. His areas of expertise include: wealth creation, wealth protection, retirement planning, Self Managed Superannuation Fund’s and aged care planning. He has the ability to explain complex financial concepts simply and has a strong attention to detail.
Andrew is a Certified Financial Planner® – the highest qualification within the financial planning industry – holds a Bachelor of Business majoring in Economics, Finance & Management, and he also has a Graduate Certificate in Wealth Management.
Andrew has also completed accreditations to become a specialist in the areas of Self-Managed Superannuation Funds (SMSFs) and Aged Care Advice, he sits on the Bupa Aged Care Panel of Financial Advisers.
Outside of work Andrew enjoys an active lifestyle which includes lots of travel. Like one of our founders and his mentor, Lynne Rodda, he also devotes a portion of his time to supporting the local community through volunteer work.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2011
- Years of experience 13
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Highest qualifications
- Graduate Certificate in Wealth Management
- Certified Financial Planner (CFP)
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Language spoken
- English
Devon Partners Pty Ltd
Ground Floor, 313 Canterbury RdCanterbury, VIC 3126
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Devon Financial Services Pty Ltd
AFSL 538157