David Andrew
Financial Adviser
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
David Andrew is an ASIC-registered financial adviser based in West Perth, WA, dedicated to providing comprehensive and tailored financial solutions. With a career spanning over three decades, David holds a Bachelor of Physical Education from the University of Western Australia (1985), a Graduate Diploma of Financial Planning from the Securities Institute Australia (1988), and a Graduate Diploma of Applied Finance from the Securities Institute Australia (2002). Further enhancing his expertise, David is an Accredited Investment Fiduciary (2016) and holds certifications in Self-Managed Super Funds (2018) from Kaplan. As a member of the Australian Institute of Company Directors, FINSIA, and the Financial Advice Association of Australia (FAAA), David adheres to the highest professional standards and ethical conduct. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David's expertise allows him to offer personalised advice and strategies in the following key areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require expert advice on superannuation and insurance, David is committed to helping you achieve your financial goals. Contact David today to arrange a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does David Andrew offer?
David Andrew specialises in superannuation advice, insurance, wealth management, and retirement planning. He can provide advice on a wide range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are David Andrew's qualifications and professional memberships?
David holds a Bachelor of Physical Education, a Graduate Diploma of Financial Planning, and a Graduate Diploma of Applied Finance. He is also an Accredited Investment Fiduciary and holds certifications in Self-Managed Super Funds. David is a member of the Australian Institute of Company Directors, FINSIA, and the Financial Advice Association of Australia (FAAA).
How does David Andrew approach financial planning?
David takes a personalised approach to financial planning, focusing on understanding each client's unique circumstances and goals. He then develops tailored strategies to help them achieve their financial objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with David Andrew?
During your initial consultation, David will discuss your financial situation, goals, and concerns. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity for you to get to know David and determine if he is the right financial adviser for you.
How can David Andrew help me with my superannuation?
David can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy. He can also advise on self-managed super funds (SMSFs) and ensure you are making the most of your superannuation benefits.
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.