Andrew Shakespeare
Financial Adviser
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About
Andrew Shakespeare is an ASIC-registered financial adviser based in Broadmeadow, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Andrew holds a Graduate Diploma of Applied Finance and Investments from the Securities Institute (2005) and a Graduate Diploma of Financial Planning from Finsia (2008). Further enhancing his expertise, he has completed specialized training in Margin Lending and Geared Investments, as well as Self Managed Superannuation Funds through Kaplan Professional Education (2010). His commitment to excellence is underscored by achieving the Certified Financial Planner (CFP) designation through the Financial Planning Association of Australia (2014). As a member of the Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals, Andrew adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Whether you are planning for retirement, seeking to protect your family's future, or aiming to grow your investments, Andrew can provide the expert guidance you need. Andrew's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Andrew today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Andrew Shakespeare provide?
Andrew Shakespeare specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with investment advice and strategies to achieve your financial goals.
What qualifications does Andrew Shakespeare hold?
Andrew holds a Graduate Diploma of Applied Finance and Investments, a Graduate Diploma of Financial Planning, and has completed specialist training in Margin Lending and Geared Investments, as well as Self Managed Superannuation Funds. He is also a Certified Financial Planner (CFP).
What is the process of working with Andrew Shakespeare?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Andrew will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can Andrew Shakespeare help me plan for retirement?
Andrew can help you develop a comprehensive retirement plan that considers your superannuation, investments, and other assets. He will provide advice on strategies to maximize your retirement income and ensure a comfortable lifestyle.
What professional associations does Andrew Shakespeare belong to?
Andrew is a member of the Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals, reflecting his commitment to upholding the highest standards of professionalism and ethics.
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