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Collaborative Approach to Financial Strategies and Portfolio Management
Andrew constructs effective investment strategies by developing a thorough understanding of each client’s individual’s personal goals, situation and tolerance to risk. Andrew educates his clients along the way and formulates a disciplined & collaborative approach on the management of his client’s portfolios.
As an experienced Wealth Adviser, Andrew provides ongoing support to give his client’s peace of mind.
Andrew key areas where he assist clients are in the following areas:
- Portfolio Construction
- Investment Advice
- SMSF Investment Strategy
- Portfolio reporting, administration and rebalancing
- Deceased Estate Services
Authorisations
Financial advisers register - Moneysmart.gov.au
Andrew Costley can advise on the following product areas:
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Securities
- Superannuation
Andrew is accredited to provide tax (financial) service advice.
Qualifications
- TASACLv1 Commercial Law, KAPLAN, 2018
- Diploma of Financial Planning, KAPLAN, 2017
- DFP5v3 Tax for Financial Advising, KAPLAN, 2017
- ADA2, KAPLAN, 2011
- Bachelor of Commerce (Economics & Finance), Deakin University, 2005