Andrew Mfinplan Location

Sydney, NSW, AU

Andrew Mfinplan Work

  • 2019 - now  AFSL Responsible Manager @ Life Insurance Comparison
  • 2019 - now  AFSL Responsible Manager @ Alternative Media
  • 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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