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Andrew is a Senior Vice President–Wealth Management at Morgan Stanley Smith Barney who provides comprehensive, strategic financial planning advice to clients of the BPF Group. After an extensive career in the accounting and financial services industry, Andrew has become a highly respected educator and skilled practitioner when dealing with clients and their complex financial lives.
Andrew heads the strategic financial planning area within the BPF Group, which is responsible for the development and implementation of comprehensive financial plans. Andrew tailors each strategic plan to meet the identified wealth creation goals and objectives of investors and this helps to provide confidence they can achieve a financially secure future. He holds a special interest in assisting those with Self Managed Superannuation Funds to prepare an investment strategy to generate a reliable future income stream.
Andrew is a qualified Chartered Accountant and Certified Financial Planner. He is also a published author for the Australian Broadcasting Corporation’s ABC Books.