Hans Egger Managing Director

Hans Egger

Managing Director | BBus (Marketing), GradDipAppFinInv, GradDipFinPlan |

Hans Egger became a fully qualified financial planner in 1998, starting his own practice in 2001. With his background in management consulting and marketing, Hans identified the financial planning industry lacked efficient and professional client engagement processes to effectively educate, engage and empower clients to make financial decisions.

Over 14 years he built his financial planning practice into a successful business based in North Sydney, only selling it to focus full time on developing the AstuteWheel business.

Han’s started building visual presentations and interactive tools in-house and using them with his own clients before teaming up with Michael Topper and Andrew Wardle to develop AstuteWheel’s ground-breaking on-line client engagement platforms of Astute Financial Planner and Astute Estate Planner.

Prior to joining the financial planning industry Hans Egger gained valuable experience as a Management Consultant with Price Waterhouse Urwick and as National Marketing Manager for Australian Associated Press (AAP) in its Information Services and Financial Services departments.

Hans holds a Bachelor of Business (Marketing), the Graduate Diploma in Applied Finance, the Graduate Diploma in Financial Planning and Certificate IV in Mortgage Lending. He is a Certified Financial Planner (CFP) and is a current member of the FPA, AFA and FINSIA.

Hans is currently studying the Doctorate of Business Administration.

Associations

CFP, AFA, FINSIA

Other interesting information about Hans:

  • In 1992/93, he drove a Land Rover west to east across Africa
  • He walked the Kokoda Track in 2007
  • He and wife Ann-Marie were active patrolling members of Killcare Surf club for 7 years
  • He was a Lieutenant in the Australian Army Reserve