Andrew Mfinplan Email & Phone Number
Chair @ Gateway Bank
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Andrew Mfinplan Location
- Sydney, NSW, AU
Andrew Mfinplan Work
- 2024 -now Chair @
- 2019 -now Non Executive Director @
- 2021 -2024 Chair Audit Committee @
- 2019 -now AFSL Responsible Manager @
- 2019 -now AFSL Responsible Manager @
- 2014 -2019 Founder | Director | Finance and Mortgage Broker @
- 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 @
- 1999 -2000 Program Manager for Youth and Community segment Projects @
- 1993 -1998 General Manager Margin Lending @
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
- Business Planning
- Change Management
- Strategic Financial Planning
- Income Protection
- Strategy
- Management
- Investment Strategies
- Finance
- Financial Markets
- Investment Advisory
- Strategy Development
- Loans
- Banking
- Financial Risk
- Retirement Planning
- Business Management
- Asset Management
- Financial Planners
- Mergers & Acquisitions
- Financial Planning
- Account Management
- Business Analysis
- Insurance
- Equities
- Retail Banking
- Mortgage Lending
- Financial Analysis
- Structured Products
- General Insurance
- Asset Allocation
- Securities
- Funding
- Financial Structuring
- Private Banking
- Life Insurance
- Financial Modeling
- Credit
- Pensions
- Estate Planning
- People Skills
- Education
- Mortgage
- Mergers and Acquisitions
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 3 emails and 2 mobile phone numbers on RocketReach.
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