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Andrew Prentice
BCom GradDipMkt DipFinPlan CFP®
Private Client Adviser
Creating, managing and protecting wealth through effective financial management is my core objective. I take a holistic approach considering wealth creation, estate planning, risk management, retirement planning and portfolio management.
Andrew has been a Financial Planner since 1999, with previous experience in accounting and marketing. He has a Bachelor of Commerce, Graduate Diploma in Marketing, a Diploma of Financial Planning and is a Certified Financial Planner.
Investment Style
Andrew likes to obtain full information from clients with a view to providing comprehensive advice including superannuation, estate planning and insurance requirements. Investment proposals include consideration of an extensive range of opportunities. He has a particular interest in advanced superannuation strategies, retirement planning, wealth creation, managing lump sums of money and estate planning.
Services and Specialties
Self-Managed Super Funds
Personal Insurance
Margin Lending and Gearing Strategies
Portfolio Administration
Fixed Interest and Cash Management
Retirement and Estate Planning
Qualifications and Professional Affiliations
Graduate Diploma of Marketing
Diploma of Financial Planning
Bachelor of Commerce
Associations
No items found.
Competencies
Superannuation
Generic
Margin Lending
Securities
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Tax (financial) Adviser
Managed Investments
Financial Planning
Life Insurance
Direct International Equities Trading Adviser
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
