AUTHORISED REPRESENTATIVE OF ASHFORDS
WEALTH ADVISORS PTY LTD (AUTHORISATION NUMBER 2)
CERTIFIED FINANCIAL PLANNER (CFP)
BACHELOR OF BUSINESS (FINANCIAL PLANNING) RMIT UNIVERSITY
FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA MEMBER
SMSF ASSOCIATION MEMBER
Andrew is passionate about ensuring clients achieve their financial goals and objectives and loves the challenge that each and every client’s different situation provides.
With over 18 years’ experience in the financial sector, Andrew serves as director at Ashfords and leads it’s financial planning arm, Ashfords Wealth Advisors. Previously, Andrew was responsible for managing WDP Financial Solutions Pty Ltd, where he assisted clients in planning for their financial future.
Andrew leads a team of professionals who work alongside clients on various strategies and ideas central to wealth creation. Such areas of speciality include:
- Tax Planning
- Retirement Planning
- Estate Planning
- Investment & Risk Management
- Wealth Accumulation
- Portfolio Administration
Andrew prides himself on the relationships built with clients over the past 10 years. Andrew utilises the knowledge he has collected over his career to help deliver clients a comprehensive level of service across a range of financial planning areas.
Contact Andrew today.
(03) 9551 2822
Suite 5, 14 Garden Boulevard, Dingley VIC