Introducing Andrew
Andrew has worked in the financial services industry since 1997 and has been providing financial advice since 2004.
Prior to becoming a Financial Planner, he worked in credit management and mortgage broking.
He has also held management roles mentoring junior advisers in becoming more proficient practitioners.
“Everyone deserves a comfortable, dignified retirement, and I thoroughly enjoy helping people reach their financial goals. This is important because achieving financial independence frees your mind to focus on what really matters in life.
I am proud to work for Retirement Essentials. Their systems and processes help me demystify the complexities of superannuation and the age pension in a concise and timely manner. This is an exceptionally rare in our increasingly complex world.“
Qualifications
Certified Financial Planner ®
Specialist SMSF course (University of Adelaide)
Advanced Diploma of Financial Planning
Bachelor of Business (Finance and Banking majors)
Feedback from customers:
“Several years ago I was fortunate to meet Andrew. I was very worried about my future as I had lost half of my wealth through divorce and I 51 at the time and working part time.
He was so reassuring and set me up with a transition to retirement plan as well as other good advice.
I am now retired and age 72. His good advice has enabled me to have a comfortable retirement.
Thank you Andrew“
Lyn, Sydney
Book a consultation with Andrew:
Strategy Consultation
Deal with your most important issue- Answer your retirement planning questions including reviewing or comparing your options
- See how much you can safely spend throughout your retirement, to avoid running out of money
- Identify changes you could consider, discussing tradeoffs and considerations to improve your retirement outcomes
- Provide you with your strategy and action plan after the meeting
- 55 minute video call
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