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Andrew Arnold

Strategic Wealth Planner

Andrew Arnold - Strategic Wealth Planner
  • FASEA Exam and Education Compliant
  • Bachelor of Commerce (Finance) - Bond University
  • Advanced Diploma of Financial Planning - Kaplan
  • Diploma of Financial Planning - Mentor Education
  • Accredited Listed Product Adviser Program - Kaplan
  • Certificate in Self Managed Super Funds - Kaplan
  • Certificate in Estate Planning - Kaplan
  • Certificate in Margin Lending - Kaplan
  • Accredited Aged Care Professional - Aged Care Steps

“We get an amazing opportunity everyday as a team to work together with our clients over the different stages of their lives, consistently building towards achieving – and surpassing – their financial potential.”

After graduating from Bond University with a Bachelor of Commerce, majoring in Finance, Andrew started his finance career in business banking. Having insight into some of the challenges that highly successful business owners were having in managing and mastering their personal finances, Andrew saw an opportunity to combine his experience in business banking, with his passion for helping people take control of their financial futures by moving into financial planning in 2018.

Joining Modoras in 2021, and with 15 years’ experience across the banking and finance industries, Andrew specializes in delivering wealth building strategies across retirement planning and superannuation; tax minimization; investment advice; insurance and protection; estate planning; debt recycling; margin lending and gearing. Andrew fundamentally believes in practicing what he preaches, and his advice is founded in his personal philosophy of disciplined saving and investing in quality businesses for the long term.

Andrew enjoys working closely with clients to build their confidence and knowledge, defining their short, medium and long-term goals, and encouraging them to think laterally and strategically to build wealth and security for the future.

Outside of work, you’ll find Andrew cheering on the Broncos, refining his golf and tennis technique, and spending time with his wife and three boys.

Make an appointment with Andrew in our Brisbane office today, to discover how our financial planning team can make THE difference to your financial future.

BOOK AN APPOINTMENT

Andrew Arnold - Strategic Wealth Planner
  • FASEA Exam and Education Compliant
  • Bachelor of Commerce (Finance) - Bond University
  • Advanced Diploma of Financial Planning - Kaplan
  • Diploma of Financial Planning - Mentor Education
  • Accredited Listed Product Adviser Program - Kaplan
  • Certificate in Self Managed Super Funds - Kaplan
  • Certificate in Estate Planning - Kaplan
  • Certificate in Margin Lending - Kaplan
  • Accredited Aged Care Professional - Aged Care Steps