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"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                      
Sydney Office< Sydney Office

Sydney Office

Address:
Level 6, Suite 3
99 York Street
SYDNEY NSW 2000

Mailing Address:
PO Box 427
Queen Victoria Building
SYDNEY NSW 1230

Phone: (02) 8297-9700
Fax: (02) 9279-0013

Andrew Rafty

Financial Adviser

Andrew is a fully certified financial planner (CFP), and has been a licensed financial adviser for over 20 years. He has a strong reputation for his exceptional technical skills and dedicated service. Andrew originally practiced as a structural engineer before dedicating his analytical and mathematical skills to financial planning.

Andrew believes in building long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service. Andrew works closely with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies.

 

 

 

"Andrew has had ongoing contact on a personal basis, periodic review meetings, and even occasional calls just ‘see how it is going.'"
N Clark
 
"The advice Andrew gives is clear and concise financial planning but with a human touch that caters for our quality of life as well as our financial security."
Bruce Smith
 
"Andrew presented a portfolio tailored for both my wife and myself, which meet our specific retirement objectives."
Roy M. Langtip
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