2014 - 2019 Founder | Director | Finance and Mortgage Broker @ Sufficient Funds
2012 - 2014 Group Executive Financial Services @ Anne Street Partners
2011 - 2012 Chief Executive Officer @ Plan B Group
2008 - 2009 Chief Executive Officer and Managing Director @ Skandia Australia Ltd
2000 - 2007 General Manager, Private Bank, Margin Lending and Directshares @ St.George Bank
Andrew Mfinplan Education
Kaplan Professional
Masters (Financial Planning and Services)
2023 - 2024
Kaplan Professional
Graduate Diploma (Financial Planning)
2020 - 2022
Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2017 - 2018
Kaplan Professional
Diploma of Financial Planning (Diploma of Financial Planning)
2014 - 2015
Kaplan Professional
Self Managed Super Funds (SMSF) (Self Managed Super Funds (SMSF))
2013 - 2014
The National Finance Institute
Diploma of Financial Services (Finance & Mortgage Broking Management)
2014 - 2014
National Finance Institute
Certificate IV of Financial Services (Finance & Mortgage Broking)
2014 - 2014
Scone High
1973 - 1978
Andrew Mfinplan Skills
Wealth Management
Superannuation
Financial Services
Wealth
Risk Management
Investments
Business Strategy
Financial Advisory
Portfolio Management
Stakeholder Management
Andrew Mfinplan Summary
Andrew Mfinplan, based in Sydney, NSW, AU, is currently a Chair at Gateway Bank. Andrew Mfinplan brings experience from previous roles at Gateway Bank, Life Insurance Comparison and Alternative Media. Andrew Mfinplan holds a 2023 - 2024 Masters in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Wealth Management, Superannuation, Financial Services, Wealth, Risk Management and more. Andrew Mfinplan has 4 emails and 1 mobile phone numbers on RocketReach.
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