Andrew Wem BSc, MBA, CFP, AMC, SSA

Profile Image
Company Navwealth Financial Group Pty Ltd
Title Director / Wealth Advisor
Profession Financial Planner
Address Level 1, 154 Pacific Hwy ST LEONARDS NSW 2065
Email [email protected]
Phone 02 9008 3000

Summary

Director, Wealth Adviser and Lending Specialist at Navwealth Financial Group with a Degree in Science and a Master of Business Administration, a Diploma in Financial Planning, CFP Certified and a Diploma in Mortgage Broking. Most recently I have also gained accreditation as a Specialist Superannuation Adviser - SSA through the SMSF Association.

Specialising in SMSF borrowing, Aged Care Advice along with Superannuation, Retirement, Debt Structures and Insurance advice I am well placed to help you.

With over 18 years of significant financial planning experience and having worked through the Global Financial Crisis, I have a good understanding of issues that people face at both ends of their working lives, so I can help them make the most of their financial position.

So if you are looking for someone to help you understand your current position by finding the problems that you don't even know you have and then explain the many options you have, due to your personal and business situation and help you discover your full potential then please give me a call.

I am a member of the Most Trusted Adviser Community through the Beddoes Institute and our Practice Navwealth Financial Group was a Grand Finalist in the AFA Practice of the Year in 2016 and the winner of the AMP National Practice of the Year in 2016.