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(AR1000669) Andrew has over 20 years’ experience in financial services; having started his career at Colonial First State in Sydney and more recently, with 15 years as a financial adviser at QInvest (part of the QSuper group).
A Certified Financial Planner® with a Degree in Commerce, Andrew enjoys assisting clients make the most of their financial position now, protect their future and be able to look towards their long term goals with confidence. His enthusiasm for making complex matters simple and helping clients maintain control over their financial future is always on display.
Andrew provides comprehensive, yet understandable advice solutions; incorporating superannuation, investments, insurance and Centrelink, with an extensive understanding of Queensland Government superannuation accounts (QSuper).
This is the fifth time we’ve worked with the Astute team to secure a loan. It’s always a delight working with the team on our finance arrangements. To a person, the team is knowledgeable, fast and professional which minimises and stress for us when we’re setting up a new loan. We really appreciate your help and look forward to working with the Astute Wilston team again soon!
Josie is a great communicator and answered any questions I had. She explained things thoroughly to me and no question was a “dumb” one. I will definitely utilise her skills again.
Josie has been able to assist us in our home loan journey for the past couple of years after being referred to us by a family member. She is very punctual, follows up information and is always keeping an eye on things to make sure we get the best deal. Her service is exceptional.
I had never purchased or financed a new car before so the whole process was new to me, David was extremely knowledgeable in putting forward multiple options that were most suitable to my finances. He was also extremely diligent in follow up to make sure I had everything I needed or if had any questions. During the financing process of the car, David went over and above what was required to ensure I had the best deal and made it prevalent that he genuinely cares for his clients. I would recommend anyone to David for the transparent client focused service and he is also just a good down to earth bloke.
Towards the end of our working life, we realised we were not really prepared for retirement and all that meant. We were advised to seek professional help from a financial adviser and we were introduced to Martin Newnes. Martin assessed our situation and prepared a portfolio which gave us an assured retirement income and low risk security. We have always been confident with his strategies and the way he regularly explained his plans for us. Martin’s expertise has taken away all our anxieties about future security and allowed us to live a well-balanced and productive lifestyle in confidence. While difficulties were faced through the financial crisis we have survived and survived well and continue to be confident in the way Martin handles our portfolio and trust his personal judgements that ensure this continues.
Tanya is an enthusiastic, passionate and kind person who made the process of buying a house understandable and clear. The fact that she is so passionate and organised in her profession assisted the process that for most people, is quite stressful. I will happily recommend Tanya to anyone that is planning on purchasing an investment.
June 2021 – I wanted to take a moment to try and put into words, my amazing time and experience with Josie.
This was the first time I have applied for a loan, let alone a home loan, and I was more than green…literally no idea.
Previous to contacting Josie, I had been involved with another Broker, that was not overly communicative and unfortunately made some poor decisions.
From the first moment I called Josie, her patience and instant action made me feel more than confident she would do whatever she could for us.
I’m trying to stay away from cliches because Josie is so much more, but honestly she went above and beyond.
The path from that day onwards became more stressful due to finalising my father’s estate. Nevertheless, Josie was there by my side. Her calming nature and confidence in her knowledge always left me feeling focused and positive. Josie gave me the honesty of my situation, so I knew every step of the way where we are at and what was coming next.
I cried, I had lots of small to medium freak outs, and I feel like we kinda went through it all together. Best part was, we giggled and laughed too.
As a single mumma buying her first house at 42, it was not a quick process. Josie had my back for over 6 weeks, and we now have our forever house.
Thank you for having Josie in your team, she has helped us make our dreams come true.
I’d like to nominate her for every award that exists within your organisation.
