Andrew is a Chartered Accountant and Financial Planner, with almost three decades’ experience in the industry. Andrew joined Lambourne Partners back in 1994 and leads our Wealth team.
Diploma of Financial Planning, Member of Financial Planning Association of Australia, Accredited SMSF Advisor, SMSF Association Specialist, Member of Chartered Accountants Australia & New Zealand, Bachelor of Commerce.
Wealth creation strategies, investment recommendations, superannuation including self-managed super funds (SMSFs), and complex financial modelling and planning. This is backed by a deep understanding of the regulatory and taxation rules that apply in a wide range of personal, business ownership and retirement scenarios.
GETS A BUZZ FROM
Thinking, calculating and planning strategically to maximise our clients’ long-term financial outcomes. Whether that’s developing complicated income and expenditure projections, structuring an SMSF investment property purchase, or just determining the right pension option, no scenario is too big or complex.
AT WEEKENDS YOU MAY FIND HIM
Managing his time between four boys and enjoying all that Newcastle has to offer, from our beautiful beaches to great fishing.