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Andrew Frith

Financial Adviser

Leenane Templeton Chartered Accountants & Business Advisors / Leenane Templeton Wealth Management Pty Ltd
Newcastle, NSW 2300

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About

Andrew Frith is an ASIC-registered financial adviser based in Newcastle, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Commerce from the University of Newcastle (1997), a Professional Year with the Institute of Chartered Accountants (1999), and a Graduate Certificate in Financial Planning from the Securities Institute of Australia (2005), Andrew possesses a strong foundation in financial principles. He further enhanced his expertise with an SMSF Adviser Course (2004) and SMSF Specialist Advisor Accreditation (2005). Andrew is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association, reflecting his dedication to upholding the highest professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. • Superannuation advice and strategies • Comprehensive insurance solutions • Strategic wealth management and investment advice • Retirement planning and income projections • Guidance on Investment Life Insurance and Life Risk Insurance • Securities and Government Debt Securities advice • Retirement Savings Accounts (RSA) advice Whether you are planning for retirement, seeking to grow your wealth, or require expert guidance on superannuation or insurance, Andrew is here to help. 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 Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions 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

000523026

Verify on ASIC Register

Authorised Representative Number

000289727

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Frith provide?

Andrew Frith specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications and memberships does Andrew Frith hold?

Andrew holds a Bachelor of Commerce, a Graduate Certificate in Financial Planning, SMSF Specialist Advisor Accreditation, and is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association.

How does Andrew Frith tailor his advice to my specific financial situation?

Andrew takes a personalised approach, taking the time to understand your unique financial circumstances, goals, and risk tolerance. He then develops a tailored financial plan designed to help you achieve your objectives.

What can I expect during my initial consultation with Andrew?

During your first meeting, Andrew will discuss your current financial situation, your future goals, and any concerns you may have. This initial discussion allows him to gather the information necessary to develop a suitable financial strategy for you.

How can Andrew Frith help me plan for my retirement?

Andrew can provide comprehensive retirement planning services, including assessing your current financial resources, projecting future income needs, and developing strategies to maximise your retirement savings and income. He will work with you to create a retirement plan that aligns with your lifestyle goals.

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.