Andrew has spent the past 10 years servicing clients to meet their financial goals. Andrew is very passionate about helping clients in this field ever since he first studied Financial Planning at University.
Andrew is very experienced at dealing with complex superannuation, SMSF, retirement and insurance matters. This involves taking an in-depth look at the individual circumstances for his clients before helping guide them through the choices available.
Andrew has a Bachelor of Commerce majoring in Financial Planning and Finance from Deakin University. He has also complete the Certified Financial Planner (CFP) program and is CFP member of the Financial Planning Association (FPA).
Andrew has also completed additional study through Kaplan in Ethics, SMSF and Margin Lending. He has also successfully completed the compulsory FASEA Exam to ensure he can continue to assist his clients for the future.
On a personal level, Andrew is married to the beautiful Courtney and they have 4 children together, which keeps them busy. Andrew is also a keen sports fan and is a Life Member at the Oakleigh Cricket Club.