andrew
Get in touch
Email Andrew Barlo
Tel: +61 8 8409 4333

Fax: 08 8409 4499

LinkedIn: View Profile

changing_life

“Empathising with clients about their needs and personal goals is so important to creating great outcomes.”

Andrew Barlo

Principal, Wealth Advisory

Andrew believes the best preparation for working with clients is to spend time reflecting on how they would like to be treated and what their expectations will be. This, he says, is the key to successfully helping clients fulfil their needs and deliver on their personal goals.

His passion and enthusiasm for all things finance has been a driving force in developing his skills in financial planning. He views each new challenge as another great opportunity to sharpen his skillset across the strategies and products available to his clients, whilst simultaneously providing them high quality advice options and recommendations.

Andrew’s empathetic and friendly nature is complemented by his strong technical skills and this balanced approach has enabled him to achieve great results for his clients across investment management, superannuation, retirement and wealth accumulation strategies. Andrew is a regular presenter to professional and client groups to impart his knowledge in these areas.

He is a key member of the firm’s Investment Committee, providing insight and views on asset allocation and investment decisions that is applied to William Buck’ client’s funds.

Andrew’s specialist and family connections in the health industry includes a superior knowledge in Super SA strategies and the financial life stages of a health professional.

Working with rural clients is also a particular passion for Andrew and he enjoys visiting many clients’ properties to better understand their farming establishment.

The Facts:

Core Expertise

  • Strategic investment management
  • Wealth accumulation strategies
  • Superannuation including SMSF’s and Super SA
  • Pre and post retirement strategies
  • Risk insurance

Qualifications

  • Certified Financial Planner™
  • SMSF Specialist Advisor™
  • Bachelor of Commerce (Corporate Finance & Accounting)
  • Advanced Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking

Industries

  • Health care professionals
  • Agriculture
  • High net worth individuals