Andrew Epplett

Senior Private Wealth Adviser

Background

Andrew began his career in finance in 2001 and has since accumulated over 20 years of experience working with several large Australian financial institutions. Specialising in advising high net worth individuals and their families, Andrew is dedicated to understanding his clients’ motivations and helping them make informed financial decisions that will benefit future generations. His approach provides clients with the guidance and peace of mind they need to live the life they desire, secure in the knowledge that their wealth is well-managed.

Andrew’s areas of expertise include wealth management, financial planning, risk management, and client relationship management. His ability to build strong, lasting relationships, combined with his deep understanding of financial markets and investment strategies has allowed him to create comprehensive and tailored financial strategies for his clients.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Commerce (Accountancy & Finance), University of Wollongong

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Retirement planning
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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