Professional Qualifications

Certified Financial Planner (CFP)
Diploma of Financial Planning, Deakin University
Accredited Level 3 Financial Planner
Self Managed Fund Specialist
Business Insurance Specialist
Direct Share Accreditation
Accredited Facilitator Adviser Training
Accredited Business Coach (SCAT Program)
Accredited Business Financial Services Advisor
Accredited Behavioural Interviewing Techniques

Authorised Representative of Charter Financial Planning Australian Financial Services Licensee, Licence No. 234 665

Professional Background

Andrew is the Principal of Moore Stephens Queensland Wealth Management with over 27 years experience in overseeing the growth of wealth management practices.

Andrew joined Moore Stephens in January 2000 following an impressive career with AMP and AXA.

Before joining Moore Stephens Queensland, Andrew owned and operated an Investment Management Consultancy Service (IMACS) which contracted to  provide all management and training services to Charter and AXA financial planners across North Queensland. Andrew has a wealth of experience in both management and financial planning.

His knowledge of the North Queensland region is second to none as a consequence of his well established career in the Queensland marketplace.

Andrew prides himself on his ability to provide value to clients through the development of solid advisory relationships.

Ensuring clients have peace of mind with the knowledge that they are managing their financial   resources in the most efficient manner to meet their goals and objectives, is paramount to Andrew. He ensures his clients receive the best possible customer care.

Andrew has extensive experience in the areas of investment planning, superannuation planning, pre-retirement planning, retirement planning, risk and insurance analysis, estate planning considerations, Centrelink planning, super & divorce planning, business succession planning and self managed superannuation fund advice.