Authorised Representative of Consultum / B. Bus (Banking and Finance) / Adv Dip FP / Cert IV Financial Services
Andrew is the Principal Financial Planner and Managing Director of Summit Financial Strategies. With over 20 years' experience in finance, banking, insurance and superannuation, Andrew specialises in wealth creation strategies and encourages all his clients to ensure wealth creation includes some risk protection. Andrew sees his role as a client's long-term "Financial Coach" rather than someone who has the latest "hot tip". Andrew is a member of the Financial Planning Association and in his spare time enjoys playing rugby and soccer and watching his kids play sport.
Paraplanner / Dip FS (FP) / Cert IV FS
Dawn has worked in the finance and banking industry for over 14 years and has a strong background in lending and mortgage processing. She joined us in 2002 as a personal assistant and her role has now evolved to paraplanning and assisting our clients. A member of the Association of Financial Advisers, Dawn is currently completing her Advanced Diploma of Financial Planning. In her spare time, she enjoys keeping fit, and going to the theatre.