About Andrew

Andrew is a Private Wealth Adviser in the Perth office for the Shadforth Financial Group.

Education and experience

Andrew holds a Bachelor of Economics from the University of Western Australia and a Graduate Diploma in Financial Planning through FINSIA (previously the Securities Institute of Australia) and has achieved Certified Financial Planner (CFP) designation. He has SMSF Specialist Adviser Accreditation through the Self Managed Superannuation Fund Association, ASX Listed Products Adviser accreditation, and has completed Foundation Training in Collaborative Law from Collaborative Professionals WA.

Having joined the Shadforth Financial Group in 1998 under the Graduate Recruitment program, Andrew held roles in portfolio administration, paraplanning and investment research before moving into an advisory role in 2003.

Andrew has the qualifications and experience to provide advice across all aspects of financial planning, including superannuation and retirement planning, wealth accumulation, risk management and life insurances. Self managed superannuation funds is an area that Andrew has specialised in through further studies and many years of experience. Andrew is also highly skilled in portfolio construction and investment advice, incorporating managed funds and direct equities.

Awards and Industry Recognition

Andrew has been recognised with the following awards:

• The Barron's Top 150 Financial Advisers in Australia in 2024 (rank 60)
  
• The Barron's Top 100 Financial Advisers in Australia in 2023 (rank 56)
• The Barron's Top 100 Financial Advisers in Australia in 2022 (rank 95)
• The Barron's Top 100 Financial Advisers in Australia in 2018 (rank 47)