Modern Office Building

Our Team

 
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Andrew Tratt

Managing Partner

Andrew Tratt has been in the financial planning industry since 2005.
Andrew has an extensive amount of experience in the financial services industry which enables him to provide holistic advice which is tailored to each specific individual or family.

Developing financial strategies and incorporating portfolio structuring is one area of financial advice but Andrew truly appreciates  the satisfaction that his clients obtain from these financial strategies which have been developed by him but specific to themselves.

Andrew has his Masters in Financial Planning as well as completed both the Diploma of Financial Planning, and the Post Graduate in Financial Planning.

In addition, Andrew is registered as a Tax (Financial) Adviser with the Tax Practitioners Board, and he has completed a Certificate in Commercial Law and Tax for Financial Advising.

the Post Graduate in Financial Planning.