Andrew has been providing clients with Financial Advisory Services for over 30 years. Prior to establishing Condell Financial he was the founding principal for Financial Keys, a CBD based, Australian Financial Services Licensee with over $150 million of funds under advice. Before becoming a financial planner he was a Tax Manager for BDO Chartered Accountants and a Senior Tax Auditor with the ATO.
Andrew has been entrusted to provide advice to national companies, family businesses, and national legal partnerships, many different types of professionals, senior executives and expats across a range of different industries.
He specialises in providing strategic financial advice, investment management and retirement planning advice with an emphasis on tax effective wealth creation and protection.
He has a keen interest in family wealth planning, family businesses and professional partnerships. He advises in areas including ownership structures, asset protection, succession planning, retirement and estate planning, implementation of buy/sell agreements and key person insurance. He has a proactive approach and works closely with clients in helping them to achieve their goals.
Andrew is a Certified Financial Planner, an accredited SMSF Specialist and has both a Bachelor of Business (Accounting) and a Diploma of Financial Planning. He is a Registered Tax Agent and a Justice of the Peace.
Sean provides advice on investment, superannuation and retirement planning; life insurance and risk planning. He advises a wide range of clients including individuals, trusts, Self-Managed Super Funds and companies.
He has considerable experience working in the Financial Services industry having worked as a Financial Planning Administrator, Paraplanner, Operations Manager and Financial Planner. Prior to joining Condell Financial, he was employed by Financial Keys Pty Ltd, a medium sized, CBD based, Australian Financial Services Licensee. He enjoys developing holistic strategic solutions for his clients.
He is a member of the Condell Financial Research Committee which researches, develops and monitors direct share and wholesale managed fund portfolios. He is an ASIC, RG146 compliant Authorised Representative of Lonsdale Financial Group and a Justice of the Peace.