Andrew recently joined Shore Financial after spending some years working for a stock broking firm and then IT giant IBM, in a role focused on commercial strategy.
Prior to both, he had experience working in financial planning and has now returned to the industry because he likes the fact that it’s ‘personal’.
“But there are parallels with big company finance,” he says. “It’s important as a financial planner to look at individuals as though they were a ‘company’ in many respects – to help people put the right financial strategies in place that will make the most of their earning power – not just salary, but assets too – ensuring that every dollar is working as hard as it can over the long term.
We’re all chasing financial security and ‘peace of mind’ and I enjoy helping people understand ways they can achieve that – no matter how much they earn.”
As one of nine children, Andrew knows the importance of family and making sure that you have a solid financial foundation.
“You just need to have a plan that’s right for you. You have to commit to it and persevere over the long term. All investments, whether they’re shares or property, run in cycles, and that’s why it’s important to get professional advice – to help you to minimise your financial risks and make sure your assets and your superannuation are all performing as well as they can.”
AR 1271339 (Authorised Representative Number)
AFSL 531610 (Australian Financial Services License Number)
TFAR 26140600 (Tax (Financial) Adviser Representative Number)
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