Senior Wealth Advisor
AFSL AR No.: 001006116
SFC CE No.: BPK024
Technical Representative (Broker) License No.: JD1221
Andre has more than 20 years of Financial Services and Banking experience having joined the industry in 1998. Over the course of his extensive career, Andre has undertaken both management and client facing roles, all of which have been centered on the provision of strategic advice to high net worth clients. Andre naturally fills the role of being his client’s trusted advisor, and ensures all client’s receive tailored financial recommendations, taking into account both the legislative landscape, as well as the investment tools available given the client’s aspirations.
Prior to joining Oreana, Andre was most recently a Senior Financial Adviser at BT Financial Group (part of the Westpac Banking Corporation) in Sydney Australia. In this role, he provided holistic wealth management & strategy solutions to High Net Worth clients in Westpac’s Premium Relationship Managed segment.
Andre holds a Masters of Commerce (majoring in Financial Planning) and a Bachelor of Economics. He is also designated as a Certified Financial Planner and is a member of the Financial Planning Association in Australia.