Andrew Clegg
Financial Adviser
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About
Andrew Clegg is an ASIC-registered financial adviser based in Ulladulla, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from the University of Wollongong (1997) and a Graduate Diploma of Financial Planning from FINSIA (2007), Andrew possesses a strong foundation in financial principles. He further enhanced his expertise with a Specialist SMSF course from the International Centre for Financial Services University of Adelaide (2011), Ethics and Professionalism training from Kaplan (2020), and Tax Financial Advising / Taxation Law from Kaplan (2025). As a member of the Association of Independently Owned Financial Professionals (AIOFP), Andrew is committed to providing unbiased and client-focused advice. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning, encompassing Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Andrew's key services include: • Superannuation advice and SMSF management • Comprehensive insurance solutions • Strategic wealth management • Personalized retirement planning • Investment advice and portfolio construction Ready to take control of your financial future? Contact Andrew Clegg 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 Clegg offer?
Andrew Clegg provides advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Andrew Clegg have?
Andrew holds a Bachelor of Commerce from the University of Wollongong, a Graduate Diploma of Financial Planning from FINSIA, and completed a Specialist SMSF course from the International Centre for Financial Services University of Adelaide. He has also completed Ethics and Professionalism in Financial Advice and Tax Financial Advising / Taxation Law from Kaplan.
How does Andrew Clegg develop a financial plan for clients?
Andrew works closely with each client to understand their individual circumstances, goals, and risk tolerance. He then develops a personalized financial plan designed to help them achieve their objectives. This plan is regularly reviewed and adjusted as needed.
What is the cost of Andrew Clegg's financial advice?
The cost of financial advice varies depending on the complexity of the advice required. Andrew will provide a clear and transparent fee structure upfront before any work is undertaken.
What can I expect during my first meeting with Andrew Clegg?
During your first meeting, Andrew will take the time to get to know you and understand your financial situation. He will ask about your goals, your concerns, and your risk tolerance. This meeting is an opportunity for you to ask questions and determine if Andrew is the right financial adviser for you.
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