Andrew Collis
Financial Adviser
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About
Andrew Collis is an ASIC-registered financial adviser based in Camberwell, Victoria, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a career spanning over two decades, Andrew holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2002), became a Certified Financial Planner in 2005, and has continually updated his expertise with qualifications like Margin Lending & Geared Investments (2011), a Diploma of Financial Services (Financial Planning) (2012), and Ethics and Professionalism in Financial Advice (2020). He is also a proud member of the Financial Advice Association of Australia (FAAA). Andrew is authorised to provide advice on a comprehensive range of financial products, ensuring tailored strategies to meet your specific needs. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Andrew today for a consultation and discover how personalised financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Andrew Collis offer?
Andrew Collis provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Andrew Collis's qualifications and experience?
Andrew Collis holds a Diploma of Financial Planning, is a Certified Financial Planner, and has completed further studies in margin lending, geared investments, and ethics. He has been providing financial advice for over 20 years and is a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Andrew Collis?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Andrew will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Andrew Collis benefit me?
Wealth management advice from Andrew Collis can help you grow and protect your assets through strategic investment planning, risk management, and proactive monitoring of your portfolio. He can assist with investment strategies tailored to your specific risk tolerance and financial objectives.
What should I expect during my first meeting with Andrew Collis?
During your first meeting, you can expect a thorough discussion of your financial goals, current financial situation, and any concerns you may have. Andrew will explain his approach to financial planning and answer any questions you have about his services and qualifications. The goal is to establish a clear understanding of your needs and how he can help you achieve your financial aspirations.
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