Andrew Zbik
Financial Adviser
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About
Andrew Zbik is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including a Bachelor of Business Administration with the Bachelor in Laws from Macquarie University (2007), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), and a Graduate Diploma of Legal Practice from The College of Law (2008), Andrew possesses the knowledge and expertise to provide comprehensive financial advice. Andrew's commitment to excellence is further demonstrated by his SMSF Accreditation (Kaplan Professional, 2009) and Margin Lending and Geared Investments qualification (Kaplan Professional, 2010). As a member of the SMSF Association, he remains at the forefront of industry best practices. Andrew is authorised to provide advice on a comprehensive range of financial products, ensuring tailored strategies for each client's unique circumstances. Andrew provides expert advice in the following areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts 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 Zbik provide?
Andrew Zbik provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What qualifications does Andrew Zbik have?
Andrew holds a Bachelor of Business Administration with the Bachelor in Laws, a Diploma of Financial Services (Financial Planning), a Graduate Diploma of Legal Practice, SMSF Accreditation, and Margin Lending and Geared Investments qualification.
How does Andrew Zbik approach financial planning?
Andrew takes a client-centered approach, focusing on understanding your individual circumstances, goals, and risk tolerance to develop a tailored financial plan that helps you achieve your objectives.
What can I expect during my first meeting with Andrew Zbik?
During your initial consultation, Andrew will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity to get to know Andrew, understand his approach, and determine if he is the right financial adviser for you.
Does Andrew Zbik specialize in SMSF advice?
Yes, Andrew has SMSF Accreditation and is a member of the SMSF Association, demonstrating his expertise in providing advice related to Self-Managed Superannuation Funds.
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