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  3. Andrew Jones

OUR PARTNERS & ADVISERS

Andrew Jones

Accreditations

Diploma of Financial Planning (Dip FP), Bachelor of Economics (BA), Certified Financial Planner (FPA), Masters of Commerce (Financial Planning), Certificate IV in Finance and Mortgage Broking, Member of the Financial Planning Association (FPA)

Key areas of focus

Investment and wealth creation, superannuation, retirement planning and personal insurance

Office location

Canberra, ACT

Andrew Jones

Partner  |  Financial Adviser

book a meeting with andrew

As a Certified Financial Planner and with over 25 years of experience Andrew has a passion in providing his clients with objective advice to guide them to achieve their financial and lifestyle goals.

Andrew holds a Bachelor of Economics from ANU and a Masters of Commerce from UWS in Financial Planning. He also lectured on Financial Planning at the University of Technology in Sydney and is an active member of the Certified Financial Planners education taskforce.

His speciality is providing advice to high-net-worth individuals, in particular senior executives who are transitioning into retirement.

Areas of expertise include self-managed super funds and direct equity advice, as well as wealth creation, retirement planning and insurance.

He is a member of Mensa Australia and enjoys playing golf, other sports and keeping his young daughter Molly out of mischief.

 

Click here to view Andrew's latest FSCG

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