- Realise Your Dream
IS TRANSITION TO RETIREMENT STILL VIABLE? As many readers will be aware, legally getting access to superannuation before retirement can be rather difficult. But, back in 2005 things were made just a little easier. Find out more
Andrew is the lead adviser in our financial planning team and is passionate about building long-term relationships with his clients. Andrew enjoys working closely with clients and their other related professional advisers in order to better understand and achieve their long term financial goals and objectives together.
Andrew's qualifications and experience are:
Bachelor of Commerce – James Cook University 1995
Diploma of Financial Services – Financial Services 2010
Sub-Authorised Representative of Jayvee Management Pty Ltd, AR No 356028
Andrew is responsible for financial planning, superannuation, insurance and loans. Andrew's association with the financial sector began in 1988 with Westpac, prior to completing his Commerce degree and gaining employment in taxation and auditing. Andrew has been involved in the ownership and management of two successful franchise businesses before returning to the financial sector in 2010.
Born and raised on a cattle and sheep property south of Hughenden, Andrew's family continues to operate the family property and he has a very sound practical understanding of the challenges facing farming families.
Andrew is married to Corinn and they have four children together. Andrew also has four children from a previous marriage, so when he has spare time he likes to hit the golf course!
"It's not what you do for your kids, it's what you teach them to do for themselves that makes them special"
"One word - Trust. I know how to make money, but accounting and financial planning is foreign to me so I've had to rely on people who I trust to look after my money. I've been working with Ross now for over 20 years as an accounting client, and when my financial planner retired it was an easy transition to Andrew, particularly because of his age. Andrew is young, serious, experienced and he is a long-term thinker. There is unbridled trust both ways working with Andrew. - Read more
- Wayne Nicholson, First National Real Estate
"Andrew Westcott stands out from the crowd. When there were a few challenges with an insurance matter, he went to enormous lengths to find a solution. Not only that, he is a genuinely good bloke, and he is supported by a great team at M Financial Services. I trust, respect and highly recommend Andrew to anyone needing financial expertise at any point in their life." - Read more
- Ryan Boccalatte
For approximately forty years, while Ross Maclean acted as both accountant and friend, I've witnessed the addition of intelligent, hardworking people. Andrew Westcott became my financial adviser almost six years ago. Although honour is an old-fashioned notion, I have found Andrew to be honourable, as well as knowledgeable, helpful, and patient, when I really needed his help when my husband died and I didn't function for a few years. That's when you need someone who you can trust. I have recommended Andrew to several friends, and I recommend you consult Andrew if you need financial advice. - Read more
- Roslyn Evans
Andrew looks after us as if we were his only clients, even though we know we are not. He is generous with his time, easy to talk to, he clarifies issues in simple terms and talks to us in a friendly and professional way. Andrew helped us make the big decisions involved in our retirement, and has never given me the impression that as a female my views are not important in any conversation or decisions making process and this is important to me. Both Don and I feel important and valued by Andrew and the staff at M Financial Services, and that has helped us feel safe and secure in our financial future. - Read more