Andrew Tate - Financial Planner

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"Having spent my working life watching people grow and develop, I love to see them reach their potential and live a rewarding life that gives them 'peace of mind'."

Unique Qualities

Andrew’s lifetime has been spent teaching people to identify their strengths and develop plans for them to reach their individual potential. His talent is to educate and help people to understand complex information and articulate it in simple terms that is easy for them to understand.

Specialist Skills

  • Wealth creation strategies
  • Debt reduction strategies
  • Tax strategies & advice
  • Cashflow management
  • Risk management
  • Financial education

Professional Qualifications

  • Bachelor of Business in Financial Planning
  • Diploma of Teaching

Membership and Associations

Career and Industry Highlights

After over 25 years teaching in Public, Catholic and Private schools both in NSW and Victoria, Andrew was able to engender a level of trust in the local communities in which he worked. After successfully helping over 1000 people reach their individual goals he decided to join a community that married together his love of helping people with his other love of finance.

While working he completed a Degree in Financial Planning (RMIT) and is now looking forward to giving people the ‘peace of mind’ that comes with having their finances sorted and their unique goals realised at Sydney Financial Planning.

Personal Interests

Andrew enjoys spending time with his daughter. Having treaded the boards he loves the Arts, recruits for a Melbourne based team in the AFL and likes getting back to the country whenever he can.

 

 

Andrew Tate is an authorised representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document.

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