Andrew Dunbar
Financial Adviser
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About
Andrew Dunbar is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Commerce and a Bachelor of Economics from Monash University (2004), Andrew has consistently built upon his expertise. He holds certifications in Self Managed Superannuation Funds (2007) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2012). His commitment to excellence is further demonstrated by achieving the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia in 2014, and he maintains membership with the Financial Advice Association of Australia (FAAA). Andrew is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is proficient in guiding clients through Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to grow and protect your retirement savings • Comprehensive insurance solutions to safeguard your family and assets • Strategic wealth management to maximise your investment returns • Tailored retirement planning to ensure a comfortable future Ready to take control of your financial future? Contact Andrew today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What services does Andrew Dunbar offer?
Andrew Dunbar provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning services. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Andrew Dunbar have?
Andrew holds a Bachelor of Commerce and a Bachelor of Economics from Monash University, a certification in Self Managed Superannuation Funds, an Advanced Diploma of Financial Services (Financial Planning), and is a Certified Financial Planner (CFP).
How does Andrew Dunbar develop a financial plan?
Andrew works closely with clients to understand their financial goals, risk tolerance, and time horizon. He then develops a personalised financial plan that addresses their specific needs and objectives. Regular reviews and adjustments ensure the plan remains aligned with their evolving circumstances.
What can I expect during my first meeting with Andrew Dunbar?
During your initial consultation, Andrew will take the time to understand your current financial situation, your goals, and your concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if his services are a good fit for your needs.
How can superannuation advice from Andrew Dunbar benefit me?
Andrew can provide expert guidance on optimising your superannuation contributions, selecting appropriate investment options, and navigating the complexities of superannuation legislation. His advice can help you maximise your retirement savings and achieve your financial goals.
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