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Andrew Brown

Andrew Brown

Financial Adviser

Morgans Financial Limited - Spring Hill
Brisbane, QLD 4000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Andrew Brown is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Andrew holds a Bachelor of Commerce from the University of Queensland (2001) and the prestigious CFA charterholder designation from the CFA Institute (2011). He is also a member of the Stockbrokers and Investment Advisers Association (SIAA). Andrew is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, and government debt securities. He leverages his extensive knowledge and experience to create personalized financial plans that address each client's unique circumstances and objectives. Key services offered include: • Superannuation advice, optimizing your retirement savings for a comfortable future • Wealth management, growing and protecting your assets through diversified investment strategies • Investment advice, providing guidance on securities and government debt securities • Portfolio construction, creating tailored portfolios aligned with your risk tolerance and financial goals • Financial planning, developing comprehensive plans to achieve your life goals Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how he can help you achieve financial security and success.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation advice Wealth management Securities investment Retirement planning Investment strategies Portfolio construction

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259111

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Brown provide?

Andrew Brown provides advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and building a secure financial future.

What qualifications does Andrew Brown have?

Andrew Brown holds a Bachelor of Commerce from the University of Queensland and is a CFA charterholder. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to professional standards.

What can I expect during my first meeting with Andrew Brown?

During your initial consultation, Andrew will take the time to understand your financial situation, goals, and risk tolerance. He will then explain his approach to financial planning and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Andrew is the right adviser for you.

How does Andrew Brown tailor his advice to my specific needs?

Andrew understands that every client is unique. He takes a personalized approach, developing financial plans that are tailored to your individual circumstances, goals, and risk tolerance. He will work closely with you to ensure that your plan reflects your values and priorities.

What are the benefits of seeking advice from an ASIC-registered financial adviser like Andrew Brown?

By working with an ASIC-registered financial adviser, you can be confident that you are receiving advice from a qualified professional who is bound by ethical and legal obligations. This provides you with peace of mind knowing that your best interests are being prioritized.

Get in Touch

Contact Andrew directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.