Andrew joined the Private Wealth Management team at Evans and Partners in 2015 and as an investment adviser provides specialised tailored advice across multiple asset classes including Australian and international equities, bonds, hybrids, cash and alternative assets.

He has a thorough understanding of asset allocation and portfolio construction concepts and specialises in building and managing the investment portfolios for high net worth individuals, business owners, retirees and intermediary clients.

Andrew’s clients can gain access to proprietary research and investment strategies. Each strategy is carefully formulated and personalised to each client and then carefully managed on an ongoing basis.

Andrew initially commenced his career at Goldman Sachs JBWere Asset Management in Investment Services. In 2007 he then moved to the Melbourne Intermediary Desk at JBWere providing direct investment solutions for financial planners and accounting groups in addition to servicing private clients.

Andrew graduated from Monash University in Melbourne with a Bachelor of Business Banking and Finance. Andrew has completed the Code of Ethics along with completing the FASEA Financial Adviser exam.

Expertise
  • High-Net-Worth Investing
  • Personal Investment Advice
  • Superannuation and Retirement Strategies