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Andrew Thornton

Financial Adviser

Wahlstrom Financial Services
Bundall, QLD 4217

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About

Andrew Thornton is an ASIC-registered financial adviser based in Bundall, QLD, dedicated to helping clients achieve their financial goals. With a Bachelor of Science from Northumbria University and advanced qualifications including a Diploma of Financial Planning and a Graduate Diploma of Financial Planning from Kaplan Professional, Andrew possesses a strong foundation in financial principles. He further enhanced his expertise with specialized training in Margin Lending and SMSF Regulations and Taxation, also from Kaplan Professional. Andrew is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization allows him to create tailored strategies to meet each client's unique needs. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Andrew is committed to providing clear, straightforward advice, empowering you to make informed decisions about your financial future. Contact Andrew today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000537916

Verify on ASIC Register

Authorised Representative Number

001305910

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Thornton provide?

Andrew Thornton offers advice on superannuation, insurance, wealth management, and retirement planning, among other financial products. He can create a personalised strategy tailored to your specific circumstances and financial goals.

What are Andrew Thornton's qualifications?

Andrew holds a Bachelor of Science, a Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. He has also completed specialized training in Margin Lending and SMSF Regulations and Taxation.

How does Andrew Thornton approach financial planning?

Andrew takes a client-focused approach, starting with a thorough understanding of your current financial situation and future goals. He then develops a tailored plan to help you achieve those goals, providing ongoing support and advice along the way.

What should I expect during my first meeting with Andrew?

During your initial consultation, Andrew will discuss your financial goals, current situation, and risk tolerance. This meeting allows him to gather the information needed to develop a preliminary financial plan tailored to your needs.

Can Andrew Thornton help with SMSF advice?

Yes, Andrew has completed specialized training in SMSF Regulations and Taxation and can provide advice on all aspects of self-managed super funds.

Get in Touch

Contact Andrew directly for personalised advice.

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