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Andrew Robards

Financial Adviser

Robards Wealth Management
Fletcher, NSW 2287

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About

Andrew Robards is an ASIC-registered financial adviser dedicated to helping clients in Fletcher, NSW, and beyond achieve their financial goals. With a Bachelor of Economics from The University of New England (1993) and a Graduate Certificate of Business (Banking) from Monash University (1997), Andrew brings a wealth of knowledge and experience to his practice. He further solidified his expertise with a Diploma of Financial Planning from the Financial Advice Association of Australia Limited (2003), and specialized training in Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011), Self-Managed Superannuation Funds (AAMC, 2016), and Ethics for Financial Services (Deakin University, 2019). As a member of the Financial Advice Association of Australia (FAAA), 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. His expertise extends to retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Andrew provides guidance and support in: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Andrew Robards can provide you with tailored financial advice to help you achieve your objectives. Contact Andrew today to schedule a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Investment advice Insurance solutions Self-Managed Superannuation Funds (SMSF)

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000340289

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Authorised Representative Number

000259591

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Frequently Asked Questions

What types of financial advice does Andrew Robards offer?

Andrew Robards provides advice on superannuation, retirement planning, wealth management, insurance, and investments. He can help you create a comprehensive financial plan tailored to your specific needs and goals.

What are Andrew Robards' qualifications and experience?

Andrew holds a Bachelor of Economics, a Graduate Certificate of Business (Banking), and a Diploma of Financial Planning. He also has specialized training in margin lending, self-managed superannuation funds, and ethics for financial services. He is a member of the Financial Advice Association of Australia (FAAA).

What is the process of working with Andrew Robards?

The process typically begins with an initial consultation to understand your financial situation and goals. Andrew will then develop a personalized financial plan and work with you to implement it. Regular reviews will ensure your plan remains aligned with your changing needs.

How can financial advice from Andrew Robards benefit me?

Financial advice can help you achieve your financial goals, such as retirement planning, wealth creation, and risk management. Andrew can provide expert guidance and support to help you make informed decisions and achieve financial security.

Is Andrew Robards qualified to give Self-Managed Super Fund (SMSF) advice?

Yes, Andrew Robards has completed specialized training in Self-Managed Superannuation Funds (SMSF) from AAMC in 2016 and is authorized to provide advice on SMSFs.

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.