Andrew Pericleous
Financial Adviser
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About
Andrew Pericleous is an ASIC-registered financial adviser based in Robina, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Andrew's extensive qualifications include a Bachelor of Laws from Bond University, a Master of Commerce (Professional Accounting) from the University of Queensland, a Diploma of Financial Services (Financial Planning) from FINSIA Education, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. Authorised to provide advice on a broad range of financial products, Andrew specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His deep understanding of the Australian financial landscape ensures clients receive informed and strategic guidance. Key services offered include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions 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 Pericleous offer?
Andrew specialises in providing advice on superannuation, insurance, wealth management, and retirement planning, as well as related financial products such as Investment Life Insurance and Securities.
What qualifications does Andrew Pericleous have?
Andrew holds a Bachelor of Laws, a Master of Commerce (Professional Accounting), a Diploma of Financial Services (Financial Planning), a Self Managed Superannuation Funds Course certificate, a Margin Lending and Geared Investments Course certificate, and a Graduate Diploma of Financial Planning.
What is the process for becoming a client of Andrew Pericleous?
The first step is to schedule an initial consultation where we'll discuss your financial goals and current situation. From there, Andrew will develop a tailored financial plan to help you achieve your objectives. We'll then implement the plan and provide ongoing support and reviews.
How can wealth management advice from Andrew Pericleous benefit me?
Wealth management advice from Andrew can help you grow and protect your assets, achieve your financial goals, and plan for a secure retirement. Andrew provides personalised strategies based on your unique circumstances.
What can I expect during a financial planning consultation with Andrew?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and any concerns you may have. Andrew will provide clear and easy-to-understand explanations of complex financial concepts and offer tailored solutions to meet your needs.
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