The Financial Planning Association of Australia The Financial Planning Association of Australia

Andrew Douglas, CFP®

Name Andrew Douglas, CFP®
Company Douglas Advice
Address 1122/22 Refinery Parade
New Farm, QLD 4005
Phone 07 30311610
Email [email protected]

Drew is a Private Client Adviser with Shadforth Financial Group, based in Brisbane.

Drew holds a Bachelor of Commerce degree from the University of Queensland. He is a Fellow of the Certified Practising Accountants of Australia and a Financial Planning Specialist. He is also a Fellow of the Financial Services Institute of Australasia, a Certified Financial Planner™ practitioner and a Financial Planning Association of Australia member.

Drew was also ranked in the top 50 financial advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2013.

Drew commenced his career with Coopers & Lybrand and worked in the funds management industry for seven years. He then started his own business as a Licensed Securities Dealer in 1990 and merged with the Wenck Group in 1994, forming Douglas Wenck, a firm that became part of the merger to create Shadforth Financial Group in 2008.

Drew advises an extensive range of clients in financial and investment planning, asset allocation strategies, superannuation and retirement planning, estate and Will planning and all facets of insurance, including personal/business and asset protection. Drew has also held executive and non-executive directorships for several companies, further broadening his experience and expertise. Drew has developed a niche in the medical profession.

Drew is married to Liz and has three children. He is a keen surfer and enjoys fishing when the waves are small.

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