Andrew Wardle Financial Planner

Andrew Wardle

Chief Technical Officer | BBusCom, ADFS (FP), AFSA |

Andrew Wardle has worked in the financial planning industry his entire professional life, first as a paraplanner and then a financial planner. Andrew started his own practice in 2014 and now runs a successful financial planning business in the Sydney CBD.

Andrew is a co-founder and shareholder of AstuteWheel and uses his deep understanding and practical knowledge of financial planning to assist in the continuous enhancement of existing financial calculators and development of new financial tools.

Andrew believes that the key to providing value to his clients is by showing them the big picture as well as analysing all the working parts in a way they can easily understand. To do this he uses the AstuteWheel suite of tools every day in his business.

Andrew holds a Bachelor of Business & Commerce from Monash University, an Advanced Diploma in Financial Planning and a Diploma of Mortgage Broking Management. Andrew is currently studying towards the Masters of Applied Finance and CFP certification.

Andrew and his wife Tammy have three children and when he finds time Andrew enjoys playing golf, running and traveling.

Associations

Andrew is also a professional member of the Financial Planning Association.