Andrew Gillon

Senior Financial Advisor @Partners Wealth Group

Melbourne, AU

Partners Wealth Group is a financial planning and private wealth organisation. As a Senior Financial Advisor, I provide personalised wealth creation strategies for clients. I develop financial plans and strategies that will assist clients with structuring, financial advice, wealth protection strategies and superannuation and SMSF solutions.Key responsibilities Development of comprehensive financial and investment plans. Provide advice on preferred investment structures Comprehensive strategic asset allocation Research analysis and client modelling Listening and assisting clients to meet their goals and objectives Growing the enhancing the client experience and engagement Building relationships with professional services firms to enhance the client experience. Provide deep and honest engagement with clients to understand their goals and objectives and build to wealth into retirement. I take great pride in mentoring associates and junior advisors, especially around client engagement, real world experience and presentation skills. Presenting comprehensive financial plans and strategies from individual clients through to Boards and Investment Committees.

Securities Institute of Australia

Grad. Dip. Applied Finance & Investment, Investments and Securities

Financial Planning Association of Australia

Certified Financial Planner, Certified financial planner

Deakin University

Bachelor of Arts - BA, Applied Statistics

Deakin University

Commerce & Arts, Accounting & Statistics