New Zealand

“Empathising with clients about their needs and personal goals is so important to creating great outcomes.”

Andrew Barlow

Partner, Wealth Advisory

Andrew’s passion and enthusiasm for all things finance has been a driving force in developing his skills in financial planning. He views each new challenge as another great opportunity to sharpen his skillset across the strategies available to his clients, whilst simultaneously providing them high quality advice options and recommendations.

Andrew’s empathetic and friendly nature is complemented by his strong technical skills and this balanced approach has enabled him to achieve great results for his clients across investment management, superannuation, retirement and wealth accumulation strategies.

Andrew is a regular writer and presenter to professional and client groups to impart his knowledge in these areas and has been ranked in Barron’s Top 150 Advisors in Australia.

He is a key member of the firm’s Investment Committee, providing insight and views on asset allocation and investment decisions that is applied to client funds.

Andrew provides advice to all industries, but specialises in the health industry due to his personal interest and family connections, culminating in a superior knowledge in Super SA strategies and the financial life stages of a health professional.

Andrew is authorised to provide advice on all areas covered by the AFSL.

William Buck Wealth Advisors (SA) Pty Ltd
AFSL 230637
Australian Credit Licence 230637

The Facts:

Core Expertise

  • Investment advice and management
  • Wealth accumulation strategies
  • Family Trusts, Companies and Superannuation advice
  • Pre and post retirement strategies
  • Self-Managed Super Funds
  • Super SA Strategies

Qualifications

  • Certified Financial Planner™
  • Bachelor of Commerce (Corporate Finance & Accounting)
  • Advanced Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking
  • Member of Financial Advice Association Australia

Industries

  • Health care professionals
  • Medical specialists, private and public
  • High net worth individuals

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