Andrew Conn - Financial Planner

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"Goals and dreams can be realised. There needs to be a formal objective, a plan for achieving that objective, and a clear understanding that you can’t achieve different results by continuing to do the same things you've always done."

 

Unique Qualities

Andrew understands the importance of long term client relationships and he always displays a genuine, caring and professional approach with his clients. He has has proven consistently that his down to earth approach and diverse financial background are excellent tools for managing his client’s financial affairs.

Andrew joined Sydney Financial Services in 2007.  Prior to that, he worked in various financial roles including the Asia Pacific Region Credit Manager for computer software company Peoplesoft Australia, and the Credit Controller for the London law firm Simmons & Simmons.  This diverse background has given him the ability to manage every facet of his clients’ investments, especially when something unexpected pops up...

Specialist Skills

• Debt and budget management strategies
• Wealth creation strategies
• Risk management strategies
• Pre-retirement and superannuation strategies

Professional Qualifications

• Diploma in Financial Services (Financial Planning) Dip FS (FP)

Membership and Associations

• Authorised Representative of AXA Financial Planning
• Member of the Credit Ombudsman Service

Career and Industry Highlights

With over five years experience in the financial planning and risk management profession Andrew is well versed in helping people achieve their financial goals and objectives.
He has substantial professional experience in the corporate credit space including a position as the Asia Pacific Region Credit Manager for Peoplesoft Australia and Credit Controller for Simmons & Simmons Law firm in London.

Personal Interests

Outside of work, Andrew is a lover of the outdoors and enjoys going to the beach, hiking and going on picnics with his fiancé. As an Rabbitohs season ticket holder, you will find Andrew at most home games. He enjoys eating out and also fancies himself in the kitchen. He likes to keep fit by playing golf, going to the gym, swimming and running.

 

 

Andrew Conn is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, member of the AMP Group.
This document provides general information only. Before making any financial  or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment
objectives, financial situation  and individual needs. AXA Financial Planning and its Authors or omissions of information supplied in this document.

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