Andrew founded Crest Financial Advice in 2010. Andrew’s corporate work experience, his professionally regarded accreditations combined with his success in business with clients ensure that he is well qualified in providing trusted financial advice.
Prior to his successful transition into running his financial advisory business, Andrew held management and executive positions in industries relating to the property and legal sectors.
Andrew holds the following professional qualifications:
- Master of Financial Planning MFinPlan
- Member of the Financial Planning Association of Australia
- Registered Tax (Financial) Adviser
- Justice of the Peace
Andrew is married to Alexandra and they have two children. The family live on Sydney’s northern beaches and believe people need a work and lifestyle balance.
Outside of his passion for family, friends, and his wealth management business, Andrew loves many sports including windsurfing, stand up paddle, boating, skiing, playing guitar and drinking wine with friends.
Andrew and the Crest Financial Advice team provide personalised financial advice with great service to their clients.
This means helping their clients and their families make properly informed financial decisions. Together we can identify and achieve the lifestyle goals and objectives that are important to our clients and to their futures.
Alexandra is our Office Manager and is responsible for the general running of day to day activities, systems and sequencing of end-to-end financial processes.
We are grateful for her input and expertise in ensuring that all of our clients experience the same level of service as each other and allowing our renowned bespoke advice to be fluid and continuous from year to year.
Alexandra is married to Andrew, living on Sydney’s Northern Beaches with their two children who also keep her busy. Her hobbies include tennis, skiing and enjoying time with friends and family.