Andrew Buchan Email & Phone Number
Director and Partner @ HLB Mann Judd
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Andrew Buchan Location
- Australia
Andrew Buchan Work
- Director and Partner @ (June 2005 - Present)
- Authorised Representative @ Premium Wealth Management/Aust. Unity now self licensed via HLB Mann Judd Wealth (November 2000 - Present)
- Manager and Director @ (November 2000 - June 2005)
- Financial Adviser @ (June 1994 - November 2000)
Andrew Buchan Education
- Kaplan Professional
FASEA Compliant, Ethics and Professionalism in Financial Advice
2019-2019 - Kaplan Professional
FASEA Compliant (Ethics and Professionalism in Financial Advice)
2019-2019 - Self Managed Superannuation Fund Association
Self Managed Superannuation. (Applied Finance & Investment)
1996-2012 - FINSIA Financial Services Institute of Australasia
Grad Dip., Applied Finance & Investment
1996-1998 - Monash University
Financial Planning
1995-1996 - University of Southern Queensland
Business, Economics
1990-1995 - University of Southern Queensland
Business (Economics)
1990-1995 - Griffith University
Diploma of Education
1985-1987
Andrew Buchan Skills
- Financial Strategy
- Wealth Management
- Advice
- Investments
- SMSF
- Tax
- Superannuation
- Family Business
- Succession Planning
- Working with SME owners
- Wealth
- Financial Advisory
- Strategic Financial Planning
- Wealth Management Services
- Pensions
- Asset Management
- Business Valuation
- Financial Services
- Investment Advisory
- Business Planning
- Portfolio Management
- Financial Planners
- Investment Strategies
- Estate Planning
- Strategy
- Income Protection
- Managed Funds
- Wealth Accumulation
- Retirement Planning
- Asset Allocation
- Business Advisory
- Tax Advisory
- Trusts
- Financial Risk
- Financial Planning
- Certified Financial Planner
- Finance
- Customer Service
- Project Management
- Business Development
- High Net Worth Individuals
- Philanthropy
- Self Managed Superannuation Funds Smsf
- Sales
- Business Strategy
- Self Managed Superannuation Funds
Andrew Buchan Summary
- Andrew Buchan, based in Australia, is currently a Director and Partner at HLB Mann Judd in Wealth Management | Superannuation. Andrew Buchan brings experience from previous roles at Premium Wealth Management/Aust. Unity now self licensed via HLB Mann Judd Wealth, Moore Stephens and RI Toowoomba (RetireInvest). Andrew Buchan holds a 2019 - 2019 FASEA Compliant, Ethics and Professionalism in Financial Advice @ Kaplan Professional. With a robust skill set that includes Financial Strategy, Wealth Management, Advice, Investments, SMSF and more. Andrew Buchan has 1 mobile phone numbers on RocketReach.
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