MORE ABOUT US

Our principal financial planner Andrew Price has over 25 years experience and has held senior management roles within financial planning operations for a number of accounting practices. Andrew has specialist skills across many fields, including Retirement Planning, Superannuation, Investment Strategies and Wealth Creation to name a few. He has held senior roles with a variety of leading companies including NAB Financial Management, AMP, Norwich Union, Bank of Melbourne and Westpac.

Andrew is one of a select few financial planners that are Fellows of the Financial Services Institute of Australasia and was chosen to be an active mentor to other financial planners within the industry. Andrew holds a Masters of Applied Finance, is a Certified Financial Planner and Life Risk Specialist with the Financial Planning Association of Australia. He holds a Graduate Diploma in Financial Planning and is a member of the Association of Financial Advisers and the SMSF Association.


Contact us today for an initial consultation, and find out more about how we can tailor our services to your needs.

 

03 9756 6669

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