Andrew Donaldson
Financial Adviser
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About
Andrew Donaldson is an ASIC-registered financial adviser dedicated to helping individuals and families in Dandenong, VIC, achieve their financial goals. With a Diploma and Advanced Diploma of Financial Services (Financial Planning) from FINSIA, earned in 2006 and 2007 respectively, and further accreditation as a CERTIFIED FINANCIAL PLANNER® from the FPA in 2009, Andrew possesses a wealth of knowledge and experience to guide you through the complexities of the financial landscape. As an authorized financial adviser, Andrew can provide expert advice on a broad range of financial products, including superannuation, insurance, and wealth management. He can assist you with retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Andrew is a proud member of the Financial Advice Association of Australia (FAAA), upholding the highest standards of professionalism and ethical conduct. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Andrew today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Andrew Donaldson offer?
Andrew Donaldson specialises in providing advice on superannuation, insurance, wealth management, and retirement planning, along with guidance on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Andrew Donaldson hold?
Andrew holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from FINSIA and is a CERTIFIED FINANCIAL PLANNER® with the FPA. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Andrew Donaldson?
The process typically starts with an initial consultation to understand your financial goals and current situation. From there, Andrew will develop a personalised financial plan tailored to your specific needs. He will then guide you through the implementation of the plan and provide ongoing support and reviews.
How can wealth management advice from Andrew Donaldson help me?
Andrew can help you develop strategies to grow and protect your wealth, taking into account your individual circumstances and risk tolerance. This may involve investment planning, asset allocation, and tax-efficient strategies.
What should I expect from my first meeting with Andrew Donaldson?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Andrew will explain his services 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 financial adviser for you.
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