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Andrew Adler

Financial Adviser

Pelican Private Wealth Pty Ltd / Pelican Private Wealth Management
Sydney, NSW 2000

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About

Andrew Adler is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with tailored advice and strategies. Andrew combines his extensive knowledge with a client-focused approach to deliver comprehensive financial solutions. Andrew holds a Bachelor of Economics (1994) and a Master of Commerce (2000) from The University of Sydney, providing him with a strong foundation in financial principles and economic analysis. He is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded guidance. Andrew can provide advice in the following areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Wealth management Retirement planning Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000246638

Verify on ASIC Register

Australian Business Number

55749819411

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Authorised Representative Number

000244627

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Adler offer?

Andrew Adler provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Andrew Adler have?

Andrew Adler holds a Bachelor of Economics and a Master of Commerce from The University of Sydney.

How can Andrew Adler help me plan for retirement?

Andrew can develop a personalized retirement plan tailored to your specific circumstances, including strategies for maximizing your superannuation, managing investments, and creating a sustainable income stream.

What is Andrew Adler's approach to financial advising?

Andrew takes a client-focused approach, prioritizing understanding your unique financial situation, goals, and risk tolerance to develop customized strategies that align with your needs.

How do I get started with Andrew Adler?

Contact Andrew to schedule an initial consultation. This meeting will allow you to discuss your financial goals and learn how Andrew can help you achieve them.

Get in Touch

Contact Andrew directly for personalised advice.

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