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Andrew Parkinson
BBusMgmt BSc MAppFin AdvDipFS
Private Client Adviser
I look to empower my clients, to try & ensure they get the financial education, experience & outcomes they are looking for.
As a financial planner with over 10 years of experience working in wealth management, I specialise in helping professionals and small business owners navigate the complex world of finance to achieve their financial goals. My passion lies in educating clients on the why and how of investments and markets and I believe that by empowering my clients with the knowledge and tools they need, they can make informed decisions that will lead to long-term success.
I am known as a jack of all trades, and I have experience in a variety of financial planning areas, including retirement planning, investment management, estate planning, and portfolio administration. Overall, I am dedicated to providing my clients with personalised service, creating customised financial plans that meet their unique needs.
Investment Style
Andrew alters his investment advice to each investor's investment objectives, risk and personal preferences. This includes recommending both active and more passive approaches to investments depending on each client's circumstances.
Services and Specialties
Portfolio Administration
Financial Planning
Wealth Management
Self-Managed Super Funds
Fixed Interest and Cash Management
Retirement and Estate Planning
Qualifications and Professional Affiliations
Master of Applied Finance
Bachelor of Science/Bachelor of Business Management
Advanced Diploma of Financial Services (Financial Planning)
Associations
Tax (Financial) Adviser
Competencies
Financial Planning
ASIC Financial Advisers Register
Tax (financial) Adviser
Securities
Superannuation
Managed Investments
Generic
FASEA Financial Adviser Exam
Margin Lending
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.
