Andrew Newcombe
Financial Adviser
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About
Andrew Newcombe is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Andrew brings a wealth of knowledge and a commitment to providing personalized and strategic advice. Andrew holds a Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association (FPA) obtained in 2000, and further enhanced his credentials by becoming a Certified Financial Planner (CFP) in 2003. He also possesses RG146 accreditation in Margin Lending from MLC ThreeSixty, earned in 2011. As a member of the Financial Advice Association of Australia (FAAA), Andrew adheres to the highest ethical and professional standards. Andrew is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Andrew Newcombe offer?
Andrew specializes in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What are Andrew Newcombe's qualifications and memberships?
Andrew holds a Diploma of Financial Planning (DFP 1-8), is a Certified Financial Planner (CFP), and possesses RG146 accreditation in Margin Lending. He is also a member of the Financial Advice Association of Australia (FAAA).
How can Andrew Newcombe help me with retirement planning?
Andrew can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income and expenses, and recommending strategies to maximize your retirement savings.
What is the process of working with Andrew Newcombe as my financial adviser?
The process typically begins with an initial consultation to discuss your financial goals and objectives. Andrew will then gather information about your current financial situation and develop a personalized financial plan. He will review the plan with you, answer any questions you may have, and implement the agreed-upon strategies.
What should I expect during my first meeting with Andrew Newcombe?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Andrew will listen attentively, ask clarifying questions, and provide an overview of how he can help you achieve your financial aspirations. This is an opportunity for you to get to know Andrew and determine if he is the right financial adviser for you.
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