He is a member of the Condell Financial Research Committee which researches, develops and monitors our direct share and wholesale managed fund portfolios. He was previously employed by Financial Keys, a medium sized, CBD based, Australian Financial Services Licensee.
Andrew has been providing clients with Financial Advisory Services for over 30 years. Andrew is a co-founder of Condell Financial. 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.