Brief the Chief | Navigating Fringe Benefit Taxes Webinar | Save your spot - 26 March
Australia

“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

Latest Articles

Super contribution caps set to rise from 1 July 2026 – what it means for your retirement savings
20 March 2026 | Minutes to read: < 1

Super contribution caps set to rise from 1 July 2026 – what it means for your retirement savings

Another year, another increase in Average Weekly Ordinary Times Earnings (AWOTE). While AWOTE adjustments rarely make headlines,...
Strategic wealth planning to help you retire in style
15 December 2025 | Minutes to read: < 1

Strategic wealth planning to help you retire in style

One of the most common questions high-net-worth individuals ask is how to manage their superannuation and overall...
Navigating the m Super tax’s impact on your Super SA fund
13 June 2025 | Minutes to read: < 1

Navigating the $3m Super tax’s impact on your Super SA fund

Super SA Triple S scheme members must carefully review the proposed Division 296 changes to superannuation taxation...
How do I invest the proceeds after selling my practice?
25 February 2025 | Minutes to read: < 1

How do I invest the proceeds after selling my practice?

When owning a medical practice, it is important to always have an exit strategy in mind, even...
Super SA expands its lifetime limit cap for SA public sector employees
24 July 2024 | Minutes to read: < 1

Super SA expands its lifetime limit cap for SA public sector employees

Super SA has announced a new lifetime limit cap of $1,780,000 for its Triple S account holders,...
Super SA rule changes to create significant tax saving opportunities
3 November 2022 | Minutes to read: < 1

Super SA rule changes to create significant tax saving opportunities

Super SA has announced important changes effective 30 November 2022, that provide exciting tax saving opportunities for...
How much will you need to retire?
24 January 2022 | Minutes to read: < 1

How much will you need to retire?

‘How much do I need to retire’ is one of the most common questions we are asked...
What does the increase in the super contribution age mean for me?
16 October 2020 | Minutes to read: < 1

What does the increase in the super contribution age mean for me?

The Federal Budget for 2020/21, delivered on 6 October 2020 included surprisingly few changes regarding superannuation. Probably...

Do you have a question you'd like us to answer?

Send it through and we’ll get it to the right person.

Get in touch