ANDREW CONLAN
Representative
Principal - Financial Adviser
BBus MAppFin CPA CFP®

T 03 5224 7725           E andrew.conlan@whk.com.au

Andrew has over 18 years experience in Financial Services in Australia and overseas.

He is a Certified Practising Accountant, a Certified Financial Planner and holds a Master in Applied Finance.

With 10 years experience in Financial Planning including 8 years with Westpac Private Bank, Andrew is well equipped to provide our clients with strategic Financial Planning advice as well as advice with regards to Superannuation and Investments.

With his diverse experience and broad knowledge, Andrew has extensive and proven experience in providing high quality personalised strategic financial advice. Supported by a number of key personnel, Andrew operates from our Geelong office and provides advice in the following areas:

• Strategic Financial and Investment Planning
• Superannuation and Redundancy
• Self Managed Superannuation
• Portfolio Construction and Management
• Estate Planning
• Aged Care

Andrew is authorised to provide this advice under the licence of  WHK Financial Planning.