Andrew White

Tribeca Financial

Bronze

1 Yr Experience

Hawthorn, VIC 3122

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Having played key roles with the likes of PwC, Urbis and the AFL in accounting and financial control, Andrew knows a thing or two about managing money. He also knows how important empathy and understanding is to building strong relationships, qualities he learned from

working closely with teams from across the globe.

This ability to naturally connect with people from all backgrounds is just one of the many traits he brings to the advice process; another one being his absolute focus on achieving his client’s dreams.

In terms of his focus outside of work, nothing comes close to the precious time spent with his young family.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Shares & Investments
Cashflow & Income
Small Business Advice
Tax Strategies

5.00 August 2022

Andrew gives excellent and practical advice. He is a very clear communicator and good to deal with.

5.00 August 2022

Andrew's communication style is clear and he always answers questions patiently and in detail. Nothing is too much trouble and he wants the client to have a positive experience. All email and phone communication is answered promptly and all matters are dealt with expeditiously and efficiently. Despite having had a bad experience with my previous financial adviser, and being a little cynical about the sector, I feel very confident in Andy's abilities, integrity and commitment to transparency. All fees are disclosed and explained up front, so there are no hidden surprises. After a thorough evaluation of my current financial situation, a detailed plan was developed to preserve my assets while at the same time ensuring an income stream for a comfortable retirement. I highly recommend Andy and Tribeca Financial.

Adviser status Bronze
Rating 5.00
Number of reviews 2
First year providing advice 2023
Years of experience 1
Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma - Chartered Accountant Program
Language spoken
- English