Our Team

Andrew Tratt has been a dedicated professional in the financial planning industry since 2005. With extensive experience in financial services, he excels in providing holistic and tailored advice to individuals and families.

 

Andrew specialises in developing financial strategies and structuring portfolios, but what he values most is the satisfaction his clients experience from the personalised financial plans he creates for them.

 

He holds a Master’s degree in Financial Planning and has also completed both a Diploma of Financial Planning and a Postgraduate qualification in Financial Planning. Additionally, Andrew is a registered Tax (Financial)

 

Adviser with the Tax Practitioners Board and possesses a Certificate in Commercial Law and Tax for Financial Advising.