WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
Andrew Prentice

Andrew Prentice

Financial Adviser

Morgans Financial Limited (operated by RBSM Perth Pty Ltd)
Perth, WA 6000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Andrew Prentice is an ASIC-registered financial adviser based in Perth, Western Australia, dedicated to helping clients achieve their financial goals. With a solid educational foundation including a Bachelor of Commerce (Accounting & Finance) from the University of Western Australia (1990), a Graduate Diploma of Marketing from ECU (1997), and a Diploma of Financial Planning from Deakin (2000), Andrew combines academic knowledge with practical expertise. As a member of the Financial Advice Association of Australia (FAAA), Andrew adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client. This includes superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. Andrew is committed to providing personalised financial advice that empowers clients to make informed decisions about their financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Ready to take control of your financial future? Contact Andrew Prentice today to schedule a consultation and discuss your unique needs and aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation strategies Insurance planning Wealth accumulation Investment management Retirement income planning Risk management

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

000259119

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Andrew Prentice offer?

Andrew Prentice specialises in superannuation advice, insurance solutions, wealth management strategies, and investment guidance. He can also assist with retirement planning, providing comprehensive financial solutions tailored to your specific needs.

What qualifications does Andrew Prentice have?

Andrew holds a Bachelor of Commerce (Accounting & Finance) from the University of Western Australia, a Graduate Diploma of Marketing from ECU, and a Diploma of Financial Planning from Deakin. He is also a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first consultation with Andrew Prentice?

During your initial consultation, Andrew will take the time to understand your financial situation, goals, and risk tolerance. He will then provide you with a clear and concise explanation of 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.

How does Andrew Prentice develop a financial plan for his clients?

Andrew develops personalized financial plans based on a thorough assessment of each client's individual circumstances. This includes understanding their financial goals, risk tolerance, and time horizon. He then creates a tailored strategy designed to help them achieve their objectives, regularly reviewing and adjusting the plan as needed.

Why should I choose Andrew Prentice as my financial advisor?

Andrew offers a wealth of experience and a commitment to providing personalised, ethical, and effective financial advice. His qualifications, membership with the FAAA, and dedication to understanding your individual needs make him a trusted partner in helping you achieve your financial goals.

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.