SA Fin, Dip FP, CFP
Andrew has been with Life Planning Solutions since 2012 and is a certified Financial Planner with over twenty years of experience within the financial advisory industry, working for both major financial institutions and small boutique practices.
He provides expert advice on all areas related to financial planning, including retirement planning, self-managed super funds, taxation, superannuation, Centrelink, insurance and estate planning. Andrew will happily educate you on any of these areas that you don’t understand!
His passion is finding solutions that are flexible, effective, easy to understand and tailored to your needs.
Sonal is our Client Services Officer, providing administrative and operational support to our Financial Advisers and Paraplanner.
Sonal holds a bachelor’s degree in Commerce (Major in Accounting & Finance) & RG146 Degree in Financial Planning, allowing her to understand the current compliance and legislative requirements of the superannuation, investment and insurance industry.
She is committed to providing personalised five-star customer service to all clients and to make their financial planning journey a smooth and hassle-free experience.
'PRPIA Pty Ltd, trading as Life Planning Solutions ABN 61 144 888 433', corporate authorised representative (CAR), number 396092, is authorised to provide financial services on behalf of Charter Financial Planning Limited
Charter Financial Planning Limited (Charter FP) ABN 35 002 976 294 Australian Financial Services Licensee Licence number 234665 Privacy Statement
The information contained on this webpage is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such.