Profile:

Andrew Bird

Married to Sue
Children: Sally and Joshua

Qualifications:

Bachelor of Business (Banking & Finance) - Monash University 1998
Diploma Financial Planning - Deakin University 2003

Certificate IV in Financial Services

 
Memberships:

Senior Associate Australasian Institute of Banking & Finance
Member of Financial Planning Association
Accredited Mortgage Consultant - Mortgage & Finance Association of Australia
Justice of the Peace


Background:

Andrew is the director of Summit Financial Strategies Pty Ltd, and has over 20 years experience in Finance, Banking, Insurance and Superannuation.

He specialises in Wealth Creation Strategies and encourages all his clients to ensure Wealth Creation includes some Risk Protection. Andrew sees his role as a client’s long- term “Financial Coach” rather than someone who has the latest “hot tip”.

He is an accredited Finance Broker with over 30 Financial Institutions and their various products. Andrew holds a Bachelor of Business (Banking & Finance) and is a Senior Associate of the Australasian Institute of Banking & Finance. He is currently studying towards becoming a Certified Financial Planner.

Andrew is a Member of the Financial Planning Association of Australia and is bound by the Associations Code of Ethics and Rules of Professional Conduct.

Andrew is an Authorised Representative ( No. 243512) of My Adviser Pty Ltd AFSL 238307.

ASIC Authorised Representative Number: 243512


Interests:

Rugby
Watching the kids play sport, coaching kids soccer, 
trying not to have accidents when bike riding with and without the kids.
Wine - both red and white.