Financial Planner Profile
Name: Andrew Potts
Qualifications: Bachelor of Business Field Of Study Banking and Finance and International Trade, Bachelor of Business
Advanced Diploma of Financial Services (Financial Planning)
Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning (1-5).
Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group.
Andrew is an Authorised Representative of Dover Financial Advisers Pty Ltd. He specialises in Superannuation, Risk Insurance and Debt Management. He is authorised to provide all the products listed under the services tab. He is based in Melbourne and available for appointments over the phone or in person.
Andrew Potts is an authorised representative (468035) of Dover Financial Advisers Pty Ltd (AFSL 307248).
Financial Planning Services:
- Accounting and Taxation
- Estate Planning
- Risk insurance
- Aged care
- Legal Services
- Financial Planning
- Business Advice
- SMSF Advice and Administration
- Share Portfolio Management
- Finance and Debt Management