Andrew Wallis
Financial Adviser
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About
Andrew Wallis is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong foundation built upon a Bachelor of Engineering (Chem) from the University of Melbourne (1985) and a Diploma of Financial Markets and Applied Finance from FINSIA (1992), Andrew combines technical expertise with a deep understanding of financial markets. He further enhanced his knowledge with RG146 accreditation in Self Managed Superannuation Funds from Financial Education Professionals (2019). As a member of the Stockbrokers and Investment Advisers Association (SIAA), Andrew adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring clients receive well-rounded and informed guidance. This includes superannuation advice, insurance, wealth management, and retirement planning. Additionally, Andrew can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment strategies Andrew is dedicated to building long-term relationships with his clients, providing ongoing support and advice as their needs evolve. He believes in empowering clients to make informed decisions and achieve financial security. Contact Andrew today to discuss your financial future and how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Andrew Wallis offer?
Andrew Wallis specializes in providing advice on superannuation, wealth management, retirement planning, and insurance solutions. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Andrew Wallis's qualifications?
Andrew holds a Bachelor of Engineering (Chem) from the University of Melbourne, a Diploma of Financial Markets and Applied Finance from FINSIA, and RG146 accreditation in Self Managed Superannuation Funds.
How does Andrew Wallis approach financial planning?
Andrew focuses on building long-term relationships with his clients, providing personalized advice and ongoing support to help them achieve their financial goals. He believes in empowering clients to make informed decisions.
What professional memberships does Andrew Wallis hold?
Andrew is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to ethical and professional standards.
What can I expect during my initial consultation with Andrew Wallis?
During your initial consultation, Andrew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
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