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AG

Andrew Grinsell

Financial Adviser

Cooee Wealth Partners
Neutral Bay, NSW 2000

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About

Andrew Grinsell is an ASIC-registered financial adviser based in Neutral Bay, NSW, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2011), certifications in Margin Lending and Geared Investments (2011) and Self Managed Superannuation Funds (2012), and a Master of Financial Planning from Kaplan (2017), Andrew possesses the expertise to navigate the complexities of the financial landscape. He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrating his commitment to upholding the highest professional standards. Andrew is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to develop holistic strategies that address your unique needs and aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Andrew is here to provide expert advice and support. Contact Andrew today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Wealth Management Insurance Investment Strategies SMSF Advice

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

000518453

Verify on ASIC Register

Authorised Representative Number

000343147

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Grinsell offer?

Andrew Grinsell specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide guidance on investment strategies and self-managed superannuation funds (SMSFs).

What are Andrew Grinsell's qualifications and experience?

Andrew holds an Advanced Diploma of Financial Services (Financial Planning), certifications in Margin Lending and Geared Investments and Self Managed Superannuation Funds, and a Master of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

How does Andrew Grinsell tailor financial advice to individual clients?

Andrew takes a holistic approach, carefully assessing each client's unique financial situation, goals, and risk tolerance. He then develops a personalised strategy designed to help them achieve their objectives.

What can I expect during my first meeting with Andrew Grinsell?

During your initial consultation, Andrew will discuss your financial goals, current situation, and any concerns you may have. He will then explain his approach and how he can help you achieve your objectives. It's a great opportunity to get to know each other and see if we're a good fit.

Does Andrew Grinsell provide advice on Self-Managed Superannuation Funds (SMSFs)?

Yes, Andrew Grinsell is qualified to provide advice on SMSFs, including establishment, management, and compliance.

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.