Andrew Doak
Financial Adviser
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About
Andrew Doak is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to providing tailored financial solutions to individuals and families. With a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy obtained in 2010, Andrew brings a wealth of knowledge and experience to his practice. Andrew is authorized to provide advice on a range of financial products, including insurance, Investment Life Insurance, Life Risk Insurance, and Government Debt Securities. He is committed to helping his clients navigate the complexities of the financial landscape and make informed decisions that align with their unique goals and circumstances. Andrew's services include: • Insurance advice and solutions • Investment Life Insurance strategies • Life Risk Insurance planning • Guidance on Government Debt Securities Whether you're looking to protect your family's future, grow your wealth, or plan for retirement, Andrew is here to help. Contact Andrew today to schedule a consultation and take the first step towards financial security and peace of mind.
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Licence & Registration Details
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Frequently Asked Questions
What types of insurance advice does Andrew Doak provide?
Andrew Doak provides comprehensive advice on various types of insurance, including life insurance, investment life insurance, and life risk insurance, to help you protect yourself and your loved ones from unforeseen circumstances.
What are Government Debt Securities and can Andrew Doak advise me on these?
Government Debt Securities are investments backed by the government. Andrew Doak can provide guidance on whether these securities align with your investment strategy and risk tolerance.
How can Andrew Doak help me with my financial planning?
Andrew can help you assess your current financial situation, define your financial goals, and develop a personalized plan to achieve them. This includes advice on insurance, investments and managing your financial future.
What qualifications does Andrew Doak have?
Andrew Doak holds a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy, obtained in 2010.
What should I expect during my first consultation with Andrew Doak?
During your first consultation, Andrew will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you and outline the next steps in the financial planning process.
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