Andrew has lived and operated in South East Asia since 2011, helping Australian Expats make the most of the Financial Opportunities whilst overseas. Andrew has over 17 years experience in Financial Services starting out with a publicly listed British Company in 1997, as a Investment Advisory Trainee at the age of 26. Since then Andrew has built up a stable and loyal base of clients in Australia and South East Asia, helping them with all aspects of Finance, Retirement Management, and Insurance as a knowledgable and respected Private Client Adviser.

Areas of Experience:

Prior to starting Pelican Private Wealth in 2005, Andrew worked in Managerial and Advisory roles for large publicly listed organisations in Australia that set him up for his current specialist areas of Advice, which are:

• Lending and Finance for Property
• Self Managed Superannuation Fund Creation and Management
• Financial Compliance and Regulatory Environment Comparison for Transnational Individuals
• Australian Funds Expert helping Asian based investors get tax efficient access to Australian Markets and visa versa – Promoting International trade in Managed Fund Investments and promoting Australian Expertise in Superannuation
• Expatriate Savings Solutions
• Expatriate Tax Effective Investing
• Global Investment Choice
• Tax Effective Investment Solutions for Working Individuals
• Gearing Strategies
• Stock Portfolio Value Protection (lowering VAR or “Value At Risk” levels)
• International Investing
• Superannuation and Retirement Strategies
• Personal Insurance Coverage

With the above experience, Andrew is well placed to draw on a variety of industry knowledge to deliver quality advice and solutions to both retail and business customers.

With a career in Financial Services that commenced in Sydney, Australia in 1995, after attending the University of Sydney, Andrew gained excellent training and experience in Retail Financial Advice, Group Insurance, Superannuation, Portfolio Management, Margin Lending, Property Lending, Structured Equities, New Share Floats, Syndicated Commercial Property and Vehicle Finance for companies such as Macquarie Bank, and other large Australian Corporates, before starting and growing Pelican Private Wealth from 2006.
PPWM now has clients throughout South East Queensland, Australia, and Andrew has gained an excellent knowledge of the financial needs of Queensland customers in a wide range of financial needs, including Home Loan and property lending advice, comparison and implementation, Family and Individual Insurance needs, calculations, quotes and advice, and Superannuation planning, forecasting, measurement and monitoring.

As an experienced planner, Andrew truly believes in the value of the service he delivers to Queensland customers, and after having real life experiences of saving customers thousands of dollars in cash flow, as well as having the satisfaction of helping customers claim thousands of dollars in insurance when they are unable to work, he has been able to grow with his clients, putting preparations in place for the future whilst witnessing the results.

Andrew is passionate about helping people, he has a high regard for honesty, ethics and hard work. He has always had a penchant for analysis, mathematics and financial markets since a child, and early adulthood, when he completed University Degrees in Economics and Finance.

After completing a Bachelor of Economics in 1993 from the University of Sydney, Andrew furthered his education by completing a Masters Degree in Commerce majoring in Finance in 2000, also from the University of Sydney, during which he realised a childhood dream to attend University in the United States of America, attending the MBA School at the University of Texas in Austin. There he was taught by the Portfolio Manager of the multi-billion dollar US Texas Teachers Fund, who was also the Head of the Austin Portfolio Analysts Society. It was there that Andrew also had the pleasure of meeting Rob Mactier from the Federal Reserve Bank of the United States, at that time a member of Alan Greenspan’s interest rate voting committee.

Now Andrew continues to assist others obtain control over their finances, whether that be safeguarding their familys’ future, saving thousands in cash flow, develop a plan for retirement, make use of Government tax incentives, advise on salary packaging, and advise Queensland small businesses on their superannuation obligations. Andrew also enjoys administering his passion for new strategies and products and services, looking at the best ways for investors to safeguard their risk, and comparing Australias products with international standards.

Andrew is an Australian Authorised Financial Planner, and currently holds an Authorisation to provide personal Financial Advice. At Pelican Private Wealth, we aim to have prompt service, excellent knowledge within the technical framework applicable, thoroughness in application and followthrough and years of expert industry knowledge to compete effectively within the advice and planning industry space to small businesses and individuals.