Summary

Andrew is the Head of Private Wealth at Cornerstone Private Wealth, based in Perth, Western Australia. With over 18 years of experience in the financial services industry, Andrew began his career in Perth before relocating to London to broaden his professional exposure. Upon returning to Australia, he joined Findex in July 2012, where he worked closely with family office clients. He was appointed Senior Financial Adviser in 2014 and became a Partner in 2018. Andrew is passionate about building long-term relationships with clients and takes the time to understand their individual goals and circumstances. His advice is tailored, strategic, and designed to provide clarity and confidence across all stages of life. Areas of Expertise: • Strategic Financial Planning • Superannuation & Retirement Planning • Wealth Management • Self-Managed Superannuation Funds (SMSFs) • Insurance & Wealth Protection • Estate Planning Qualifications & Professional Memberships: • Certified Financial Planner (CFP®) • SMSF Specialist Advisor (SSA®) • SMSF Core Course – DBA Lawyers • Bachelor of Business (Accounting & Finance) • Advanced Diploma of Financial Planning – Kaplan • Diploma of Financial Planning – Kaplan • Tier 1 Securities & Investment Course – Kaplan • Member, Financial Advice Association Australia (FAAA) • Member, SMSF Association