Introducing Andrew Dunkerley
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)
All of our advisers are qualified and registered with ASIC. View the details of Andrew Dunkerley here.
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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