Andrew is a highly credentialed Financial Adviser in our PKF Wealth team, joining in 2015 after relocating back to his hometown of Newcastle.
Beginning his career in Sydney in 1991 in the manufacturing sector, Andrew progressed quickly to senior management roles through to company director level dealing with multi-national clients throughout Asia–Pacific and across the globe. During this time, he undertook studies in both accounting and financial planning which paved the way for his move into financial advisory.
During his tenure with PKF Wealth, Andrew’s business and relationship expertise have seen him provide high-level adviser and technical support to a significant number of clients. This has enabled him to gain experience working with a broad spectrum of clients to help them achieve their personal and wealth goals. Andrew now works as a trusted adviser, partnering with his clients to help them develop their personal goals as they move through the stages of life, adapting financial strategies so they can achieve their Future of Choice. Andrew is a highly qualified Adviser, currently undertaking the program to become a Certified Financial Planner (CFP), the highest designation in the financial planning industry.
Outside of work Andrew enjoys spending time in the outdoors with his wife and two daughters. He is also a keen golfer who likes to hit the fairways whenever possible.
- ASIC Authorised Representative number: 1269083
Authorised by The Advice Exchange to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, shares, life products and retirement savings account products.
Professional Memberships and Qualifications
- Member of the Association of Financial Advisers (AFA)
- Diploma of Financial Planning
- Master of Professional Accounting
- Master of Business Administration