Andrew Wells
Qualifications
Bachelor of Commerce
Diploma of Financial Planning
Specialty Areas
Accumulating wealth
Investing a lump sum
Protecting wealth
Business partners Buy/Sell insurance
Facing redundancy from work
About to retire
Experience
Andrew has over 20 years of experience within the Financial Services sector helping corporates and individuals with strategy, education and guidance. During this period, Andrew has provided financial advice to clients for more than 12 years with expertise focused on investments, superannuation, retirement incomes, identifying Centrelink benefit eligibility as well as personal risk insurances.
Andrew has enjoyed working with both large and small firms including some well respected names within financial advice such as Paul Clitheroe and is passionate about contributing to the wider understanding of how people deal with their money.
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