Andrew’s finance foundations
Andrew’s career in financial services began in 1997, initially working in mortgage broking and credit management before moving into financial advice in 2004. With more than 25 years’ experience across lending, wealth management and financial planning, Andrew brings a broad perspective to helping clients make confident financial decisions.
Andrew believes good financial advice is about understanding how all the pieces fit together. He enjoys getting to the heart of complex financial situations, exploring different scenarios and turning complicated information into practical, easy-to-understand strategies.
Andrews approach
For Andrew, financial planning starts with listening. He takes the time to understand what clients want to achieve, explain their options and help them make informed decisions. He recognises that life and priorities change and believes financial advice should evolve with them — whether that means making changes or simply recognising that an existing strategy is working well.
What people say about Andrew
Clients describe Andrew as clear, patient and knowledgeable, with an ability to make complex financial matters easier to understand. He particularly enjoys helping clients gain clarity around retirement, superannuation and their broader financial position.
Andrew’s interests
Now living on the Sapphire Coast, Andrew is embracing the coastal lifestyle he has always enjoyed. Growing up on Sydney’s Northern Beaches, he spent weekends on his Dad’s boat, followed by years of surfing and, more recently, ocean swimming.
Outside of work, Andrew enjoys spending time with family, travelling and being involved in the community. He has a particular love of destinations that offer a different perspective on life, with Mongolia a standout favourite. He is also a self-confessed cinephile, with The Castle, The Shawshank Redemption and Pulp Fiction among his favourite films.