Financial Planner Profile

Name: Andrew Height

Qualifications: SMSF Specialist Adviser Field Of Study, Management and strategic advice to SMSF clients, Financial Planning Assocation of Australia, Certified Financial Adviser Field Of Study Financial Planning

Andrew has been in the Financial Services Industry since 2003 where he started in stock broking before moving into the Financial Planning sector. Over this time Andrew became a Senior Advisor and Partner of Sornem Private Wealth. At the end of 2016, after 7 years as partner of Sornem Private Wealth, he decided to pursue his own interest.

Andrew has a passion for helping clients achieve the best outcome for their situation.  Andrew provides investment and strategic advice to clients, with a focus on retirement. He has extensive experience working with medium to high net wealth individuals who are looking for sound advice. Andrew provides a great blend of technical, strategic and investment knowledge to help clients achieve their financial objectives.

Andrew is a Certified Financial Planner with the Financial Planning Association and a SMSF Specialist Advisor with the SMSF Association. These are the highest accolades in the Financial Planning industry, which has enabled him to build long and trusted relationship with clients for more than a decade.

Documents:

Financial Planning Services:

  • Total Financial Review
  • Investment Advice and Management
  • Retirement Planning

  

  • Personal Wealth Solutions
  • SMSF Reviews