Andersen provides investment advice, portfolio management and execution services for high-net-worth families, entrepreneurs and not-for-profit organisations. He provides advice across all asset classes and strives to deliver specific outcomes that meet clients’ objectives and expectations within the context of the prevailing and forecasted economic environment.

Andersen also works with accountants, financial planners, lawyers and other service providers through delivering complementary services to their own, for the benefit of their clients. His clients gain access to this network of providers as required.

Andersen passed all CFA Exams on the first attempt and is a Chartered Financial Analyst® (CFA) Charterholder.

He also holds a Bachelor of Commerce and a Bachelor of Economics from the University of New South Wales where he triple majored in Accounting, Economics and Finance. He has also completed the Accredited Derivatives Adviser Level I course.

Expertise
  • Advisers
  • Advice and Strategies for Family Offices
  • High-Net-Worth Investing
  • Not-For-Profit Advice