Senior Financial Adviser
Working as a senior financial planner and the head of our investment committee at Milestone, Andrew has over 20 years of experience in financial planning. He holds a Masters Degree in Applied Finance, and Andrew holds the Certified Financial Planner designation, the highest certification worldwide.
One of Andrew’s specialist areas is helping clients with self-managed superannuation fund strategies. Andrew is also an expert in Australian government superannuation funds such as the PSS and CSS.
Andrew is originally from the UK. He grew up in Northern England and attended Manchester Metropolitan University. Andrew became an Australian Citizen in 2009.
Following the completion of his undergraduate studies, Andrew commenced work in the financial services industry initially with Zurich before moving to St James’s Place Wealth Management, a FTSE 100 listed national wealth management firm. During his time at St James’s Place, Andrew focussed on developing wealth creation strategies for high net worth individuals.
Andrew relocated to Australia in 2006 and settled in Canberra and began his career at Milestone. Andrew worked initially in the paraplanning team, providing technical and compliance support to the advice team. In 2008, Andrew transitioned into a client-facing role as a Financial Advisor. During his time at Milestone, Andrew has spent time managing the paraplanning team, as well as building up his loyal client base. Andrew enjoys working long term with his clients, many of whom have now been with him for some time, and seeing their plans come to fruition as well as meeting and forming relationships with new clients and setting their plans in motion.