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Andrew Fennell

Andrew Fennell

Financial Adviser

Bowral, NSW 2576

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Andrew Fennell is an ASIC-registered financial adviser based in Bowral, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong foundation built on the PS146 (Superannuation) from the Securities Institute Australia (2002) and SDIA Accreditation Program (2002), Andrew continually updates his knowledge, including completing Ethics and Professional Relationships at QUT in 2020. While not currently holding specific professional memberships, Andrew's commitment to ethical and compliant advice remains paramount. Andrew is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. This allows him to craft tailored strategies to suit your unique circumstances and aspirations. • Superannuation advice, including contributions, consolidation, and pension strategies • Comprehensive wealth management solutions to grow and protect your assets • Investment advice for securities and government debt securities • Retirement planning to help you enjoy a financially secure future • Personalised financial strategies to align with your goals Ready to take control of your financial future? Contact Andrew Fennell today for a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation advice Wealth management strategies Retirement planning Securities investment Government debt securities

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000463662

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Fennell offer?

Andrew Fennell specialises in providing advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and building a secure financial future.

What qualifications does Andrew Fennell hold?

Andrew Fennell has completed PS146 (Superannuation) from the Securities Institute Australia, the SDIA Accreditation Program, and Ethics and Professional Relationships at QUT. He is an ASIC-registered financial advisor.

How can Andrew Fennell help me with my superannuation?

Andrew can provide comprehensive superannuation advice, including strategies for contributions, consolidation of multiple accounts, and transitioning to retirement with pension strategies.

What is the process for becoming a client of Andrew Fennell?

The first step is to contact Andrew for an initial consultation. This will allow you to discuss your financial goals and determine if his services are the right fit for your needs. He will then work with you to develop a personalised financial strategy.

What should I expect when working with Andrew Fennell?

You can expect a professional and personalized approach to financial advice. Andrew will take the time to understand your individual circumstances and goals, and will provide clear and easy-to-understand recommendations to help you achieve financial success.

Get in Touch

Contact Andrew directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.