Andrew Dougherty
Financial Adviser
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About
Andrew Dougherty is an ASIC-registered financial adviser based in Ballina, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Business from The University of New England (1990), a Diploma of Financial Services (Financial Planning) (2008), and an Advanced Diploma of Financial Services (Financial Planning) (2010), Andrew possesses a robust educational foundation complemented by years of practical experience. He is also a proud member of the Mortgage and Finance Association of Australia (MFAA), reflecting his commitment to upholding the highest professional standards. Andrew is authorised to provide advice on a wide range of financial products, ensuring his clients receive holistic guidance across various aspects of their financial lives. His expertise encompasses superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Andrew Dougherty provide?
Andrew Dougherty provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Andrew Dougherty hold?
Andrew holds a Bachelor of Business from The University of New England, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning).
What professional memberships does Andrew Dougherty have?
Andrew is a member of the Mortgage and Finance Association of Australia (MFAA).
How can Andrew Dougherty help me with my retirement planning?
Andrew can assess your current financial situation, define your retirement goals, and develop a tailored plan to help you achieve a comfortable and secure retirement. This includes advice on superannuation, investments, and income streams.
What can I expect during my first meeting with Andrew?
During your initial consultation, Andrew will discuss your financial goals, current situation, and risk tolerance. He will then outline how he can help you achieve your objectives and provide a clear explanation of his services and fees.
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