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Andrew Eddy

Andrew Eddy

Financial Adviser

Morgans Financial Limited
Melbourne, VIC 3000

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About

Andrew Eddy is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Business (Business Information Systems) from RMIT University and advanced qualifications such as a Graduate Certificate in Financial Planning and a Graduate Diploma of Applied Finance and Investment from FINSIA, Andrew possesses a deep understanding of the financial landscape. His commitment to ethical practice is underscored by his Ethics and Professional Relationships certification from QUT. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Andrew adheres to the highest professional standards, offering expertise in a range of financial products. He is authorized to provide advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. Andrew’s expertise includes: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Andrew can provide the expert advice you need. Contact Andrew today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Retirement planning Investment advice Insurance solutions

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000294864

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Eddy offer?

Andrew Eddy provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities.

What are Andrew Eddy's qualifications?

Andrew Eddy holds a Bachelor of Business (Business Information Systems) from RMIT University, a Graduate Certificate in Financial Planning from FINSIA, a Graduate Diploma of Applied Finance and Investment from FINSIA, and an Ethics and Professional Relationships certification from QUT.

What can I expect during my first meeting with Andrew?

During your first meeting with Andrew, you can expect a comprehensive discussion about your financial goals, current situation, and risk tolerance. He will then outline a strategy tailored to your specific needs and objectives.

How does Andrew Eddy stay updated with the latest financial regulations?

Andrew is committed to ongoing professional development and regularly attends industry events, completes continuing education courses, and stays informed about changes in legislation and market trends.

What is Andrew's approach to financial planning?

Andrew's approach to financial planning is client-centered, focusing on building long-term relationships based on trust and transparency. He believes in providing clear, unbiased advice to help clients make informed decisions.

Get in Touch

Contact Andrew directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.