Financial Planning Partner Profile

Financial Planning Partner Profile

Andrew Brown

Financial Planner, Director, WDP Financial Solutions
Member of the Financial Planning Association and a Certified Financial Planner (CFP)

Andrew began his career in the financial services industry in 1999, where he worked for the National Australia Bank in Treasury Operations.

Andrew worked in a variety of roles at the bank over the next five years until 2004 in areas such as:

• Foreign Exchange and Foreign Exchange Options
• Overnight Money Markets
• Corporate and Interbank transactions
• Ensuring the timely settlement of foreign exchange transactions

It was during his time at the NAB that Andrew decided to turn his attention to financial planning. Andrew completed his Bachelor of Business (Financial Planning) at RMIT University during 2003 and 2004. Andrew completed the course with Distinction.

Andrew began working at a small financial planning firm in 2004 as an Authorised Representative of Count Financial Limited, a listed company and one of the largest independently owned financial planning dealer groups in Australia.

During the past five years Andrew has helped numerous clients across a diverse range of financial planning areas such as:

• Superannuation (including Self Managed Superannuation)
• Retirement Planning
• Wealth Creation
• Personal Risk Insurance
• Centrelink and Aged Care
• Estate Planning

In 2009, Andrew also became a Certified Financial Planner (CFP), the highest qualification available in financial planning. To obtain CFP qualification individuals must meet rigorous competency, ethical and professional practice standards.

Andrew’s hobbies outside of work include playing cricket at the North Dandenong Cricket Club and Andrew is also a member of the Geelong Football Club and Victoria Racing Club.

Financial Planner, WDP Financial Solutions
Member of the Association of Financial Advisers Ltd

Authorised Representative No: 303140

Comprehensive financial planning includes:
Personal Risk Insurance, Retirement Planning, Investment Advice, Superannuation and Estate Planning.

E: rachelle@watersdace.com.au